Remote Tax Pro & Client Advisor

Intuit, Inc.; Tampa (FL); À distance; USD 28 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. in the United States seeks a tax professional with tax preparation experience to guide customers through their returns using TurboTax products. This remote role emphasizes clear explanations of tax terms, high-quality customer interactions, and adherence to company policies and training requirements.

You will work virtually with a focus on accuracy, speed, and customer satisfaction while meeting KPI goals and participating in ongoing training and development.

Qualifications

• Two or more years of federal/state 1040 prep experience.
• Active PTIN or ability to obtain one.
• State licenses/certificates as applicable.
• Willingness to work a minimum of 20 hours per week.
• Proficient with computers and software.

Responsabilités

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Explain tax terms clearly and use government resources to deliver accurate answers.
• Document customer interactions and work toward KPIs.

Connaissances

Tax preparation

Customer service

Communication skills

PTIN knowledge

Circular 230 knowledge

Licensing readiness

Remote work capability

Bilingual EN/ES

Video/Tech proficiency

High volume tax prep

Outils

Video software (Smartlook)

Tax software

Description du poste

Intuit, Inc. in the United States seeks a tax professional with tax preparation experience to guide customers through their returns using TurboTax products. This remote role emphasizes clear explanations of tax terms, high-quality customer interactions, and adherence to company policies and training requirements.

You will work virtually with a focus on accuracy, speed, and customer satisfaction while meeting KPI goals and participating in ongoing training and development.