Remote Tax Pro & Client Advisor

Intuit, Inc.; Ridgewood (NJ); A distancia; USD 31.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will help customers complete returns and communicate clearly to empower prosperity.

This virtual, customer-facing role uses our video tools to provide tax advice, full service return preparation and signature, and answer product questions. You must have a PTIN, licenses as required, and a dedicated hardwired internet connection.

Formación

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service through video/audio tools in a professional manner.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge.
• Utilize government sites and resources to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations; complete required training.

Conocimientos

Tax return preparation

Customer service

Video/teleconferencing

Technical aptitude

Bilingual (English/Spanish)

Educación

PTIN credential

Herramientas

TurboTax software

Video conferencing tools

Online research (gov sites)

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will help customers complete returns and communicate clearly to empower prosperity.

This virtual, customer-facing role uses our video tools to provide tax advice, full service return preparation and signature, and answer product questions. You must have a PTIN, licenses as required, and a dedicated hardwired internet connection.