Remote Tax Pro & Client Advisor (1040 Expert)

Intuit, Inc.; Greenville (SC); A distancia; USD 26.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax users complete federal and state returns.

You will provide tax guidance, full-service preparation, and explanations of tax terms, while delivering outstanding customer experiences via video interactions. The role requires 2+ years of recent tax return experience, active PTIN, state licenses, and comfort with a fast-paced environment.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers with tax returns or delegated returns: tax advice, full-service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax preparation expertise.
• Use government websites, professional resources, and team expertise to deliver the right answers in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Educación

PTIN (Active)

State licenses/certifications

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax users complete federal and state returns.

You will provide tax guidance, full-service preparation, and explanations of tax terms, while delivering outstanding customer experiences via video interactions. The role requires 2+ years of recent tax return experience, active PTIN, state licenses, and comfort with a fast-paced environment.