Remote Tax Pro & Client Advisor (TurboTax Expert)

Intuit, Inc.; Johnstown (Cambria County); Remote; USD 46,000 - 59,000; Full time

Benefits offered by this job

Bonuses

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, explanations of terms, and guidance through the tax filing process.

You will use our video tools to interact with customers, perform full service returns, and address product inquiries with empathy and clarity. You will work toward KPIs while completing required compliance training and leveraging official resources to deliver accurate, easy-to-understand tax help.

Qualifications

• 2+ years of recent federal/state individual 1040 tax return prep experience for 30+ clients per season
• Proficient with technology; strong video/call tools
• Excellent verbal and written communication skills
• Willing to complete required training and compliance programs

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signatures, product queries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Document customer interactions and work toward KPI metrics and key goals.
• Participate in pilot testing and training as needed.

Skills

Tax preparation

Customer service

Communication

Tech savvy

Education

PTIN holder or ability to obtain PTIN

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, explanations of terms, and guidance through the tax filing process.

You will use our video tools to interact with customers, perform full service returns, and address product inquiries with empathy and clarity. You will work toward KPIs while completing required compliance training and leveraging official resources to deliver accurate, easy-to-understand tax help.