Remote Tax Pro & Client Experience Specialist

Intuit, Inc.; Linthicum (MD); À distance; USD 29 000 - 37 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. is seeking motivated individuals with tax preparation experience for a virtual, customer-facing role supporting TurboTax customers. You will provide expert guidance, perform tax return preparations, and explain tax concepts in everyday language while delivering excellent customer experiences.

The role requires strong communication, reliability in a remote setup, and familiarity with tax software and Circular 230. We offer a compensation package with performance rewards and benefits.

Qualifications

• Two+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain 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.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video/audio tools; excellent verbal and written communication.
• Able to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries using defined procedures and policies.
• Deliver high-quality customer experiences through empathy and tax expertise.
• Participate in pilot testing and training as required by the business.
• Meet company KPI metrics and Big Bet goals.

Connaissances

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Outils

TurboTax software

Description du poste

Intuit, Inc. is seeking motivated individuals with tax preparation experience for a virtual, customer-facing role supporting TurboTax customers. You will provide expert guidance, perform tax return preparations, and explain tax concepts in everyday language while delivering excellent customer experiences.

The role requires strong communication, reliability in a remote setup, and familiarity with tax software and Circular 230. We offer a compensation package with performance rewards and benefits.