Remote Tax Pro & Client Advisor (1040 Expert)

Intuit, Inc.; Novi (MI); A distancia; USD 21.000 - 34.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a virtual tax preparer to assist TurboTax customers with tax returns, advice, and explanations of tax concepts. The role emphasizes customer empathy, clarity, and the use of trusted resources to resolve inquiries remotely.

The candidate should have 2+ years of 1040 preparation experience, an active PTIN, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.

Formación

• 2+ years of federal/state 1040 preparation for 30+ clients per season using tax software.
• Active PTIN and ability to obtain related state licenses/certificates.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong written and verbal communication; bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilidades

• Interact with customers virtually using video software.
• Provide tax advice, full-service return prep and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Use government sites and resources to answer customers in everyday language.
• Follow procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions; meet KPI metrics.
• Participate in pilots, projects, and training as needed.

Conocimientos

Customer service

Communication

Bilingual English/Spanish

Tech savvy

20 hours/week

Problem solving

Attention to detail

Educación

PTIN

Herramientas

Smartlook

TurboTax software

Descripción del empleo

Intuit, Inc. is seeking a virtual tax preparer to assist TurboTax customers with tax returns, advice, and explanations of tax concepts. The role emphasizes customer empathy, clarity, and the use of trusted resources to resolve inquiries remotely.

The candidate should have 2+ years of 1040 preparation experience, an active PTIN, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.