Remote Tax Pro & Client Guidance Specialist

Intuit, Inc.; Lakeland (FL); A distancia; USD 26.000 - 33.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a tax professional to assist customers remotely with tax preparation and guidance using TurboTax products. The role emphasizes clear communication, empathy, and adherence to regulatory guidelines while delivering accurate returns and explanations.

You will interact via video and audio tools, document interactions, and participate in ongoing training to meet performance goals. This position requires residency in the United States and a minimum of 20 hours per week.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required.
• State licenses/certificates, permits, or bonds may be required.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid knowledge of computers and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as needed.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Problem solving

Tech-savvy

Video tools

Herramientas

Smartlook

TurboTax

Descripción del empleo

Intuit, Inc. is seeking a tax professional to assist customers remotely with tax preparation and guidance using TurboTax products. The role emphasizes clear communication, empathy, and adherence to regulatory guidelines while delivering accurate returns and explanations.

You will interact via video and audio tools, document interactions, and participate in ongoing training to meet performance goals. This position requires residency in the United States and a minimum of 20 hours per week.