Remote Tax Pro & Client-Facing Advisor

Intuit, Inc.; Shreveport (LA); À distance; USD 30 000 - 39 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to assist customers remotely in completing their federal and state returns.

The role is virtual and requires a hardwired internet connection, English/Spanish skills a plus, and at least 20 hours per week. You will guide customers through tax terms, provide full service return preparation, and document interactions while meeting KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses/certificates/permits.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• English/Spanish bilingual skills a plus.
• Must reside in the United States.

Responsabilités

• Conduct virtual, customer-facing tax support using video software.
• Provide tax advice, full service return preparation and signature, and tax calculations.
• Create high-quality customer interactions with empathy and expertise.
• Leverage government sites and resources to answer customers.
• Document customer interactions and meet KPIs.
• Participate in pilot testing and projects as needed.
• Complete required training and development.

Connaissances

Tax preparation

Customer service

Spanish proficiency

TurboTax

Outils

TurboTax

Description du poste

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to assist customers remotely in completing their federal and state returns.

The role is virtual and requires a hardwired internet connection, English/Spanish skills a plus, and at least 20 hours per week. You will guide customers through tax terms, provide full service return preparation, and document interactions while meeting KPIs.