Remote Tax Pro & Client Advisor | Full-Service Returns

Intuit, Inc.; Cumming (GA); À distance; USD 29 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers with tax preparation and guidance through video and voice interactions.

You will help with tax advice, full service return preparation, and product inquiries while ensuring accurate documentation and adherence to policy. The role requires 2+ years of federal/state tax prep experience, active PTIN, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsabilités

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Create high quality customer interactions and document customer interactions.
• Meet KPI metrics and participate in training and development.

Connaissances

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Attention to detail

Formation

PTIN (Preparer Tax Identification Number)

State licenses/certificates

Outils

Smartlook

Tax software

Description du poste

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers with tax preparation and guidance through video and voice interactions.

You will help with tax advice, full service return preparation, and product inquiries while ensuring accurate documentation and adherence to policy. The role requires 2+ years of federal/state tax prep experience, active PTIN, and the ability to work at least 20 hours per week.