Remote Tax Pro & Client Advocate

Intuit, Inc.; Oklahoma City (OK); Remote; USD 26.000 - 33.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a tax professional with TurboTax experience for a remote, virtual role. You will guide customers through their federal and state returns, provide tax explanations, and complete full-service returns with signature when needed.

Strong communication and empathy are essential. You will use our video communications tools to interact with customers, reference government resources, and document interactions.

Qualifikationen

• 2+ years of federal and state 1040 tax returns experience for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Proficient with tax software and digital communications.
• Strong verbal and written communication in a fast-paced environment.

Aufgaben

• Provide tax advice and full service return preparation remotely.
• Explain tax terms clearly using everyday language.
• Document customer interactions and complete required training.
• Meet KPIs and participate in pilot projects.

Kenntnisse

Tax preparation

Customer service

Video communications

Bilingual English/Spanish

Ausbildung

Active PTIN

State licenses/certificates

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax professional with TurboTax experience for a remote, virtual role. You will guide customers through their federal and state returns, provide tax explanations, and complete full-service returns with signature when needed.

Strong communication and empathy are essential. You will use our video communications tools to interact with customers, reference government resources, and document interactions.