Remote Tax Pro & Client Advisor

Intuit, Inc.; Miami (FL); A distancia; USD 29.000 - 39.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Bonus eligibility

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a tax professional for a virtual role to assist customers with federal and state 1040 returns using TurboTax. You will explain tax terms, provide guidance, and ensure high-quality customer experiences.

You must have 2+ years of recent tax preparation experience, PTIN, and the ability to work a minimum of 20 hours per week. The position offers training, performance-based rewards, and remote work from the United States.

Formación

• 2+ years of recent experience preparing federal and state 1040 tax returns for 30+ clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers via our video software.
• Provide tax advice, full service return preparation, and product inquiries.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in training and pilot projects as needed.

Conocimientos

Tax preparation experience

Customer service

Communication skills

Technical proficiency

Bilingual English/Spanish

Educación

State licenses/certificates

PTIN possession

Herramientas

TurboTax software

Video conferencing tools

Windows/macOS proficiency

Descripción del empleo

Intuit, Inc. is seeking a tax professional for a virtual role to assist customers with federal and state 1040 returns using TurboTax. You will explain tax terms, provide guidance, and ensure high-quality customer experiences.

You must have 2+ years of recent tax preparation experience, PTIN, and the ability to work a minimum of 20 hours per week. The position offers training, performance-based rewards, and remote work from the United States.