Remote Tax Pro & Client Support Specialist

Intuit, Inc.

Panama City (FL)

À distance

USD 30 000 - 39 000

Temps partiel

Il y a 19 heures
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Résumé du poste

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in completing federal and state returns. You will guide clients through tax concepts, perform calculations, and provide explanations in everyday language.

The role requires at least 2 years of tax prep experience, active PTIN, and US residency. You will work in a high-volume, video-driven environment with flexible hours, and training will be provided.

Qualifications

  • 2+ years of federal and state 1040 tax return prep for 30+ clients per season.
  • Active PTIN and state licenses/certifications.
  • Willing to work a minimum of 20 hours per week.
  • Strong verbal and written communication; bilingual in English/Spanish a plus.
  • Knowledge of Circular 230 and tax software.

Responsabilités

  • Interact with customers via video using Smartlook.
  • Provide tax advice, full service return preparation and signature.
  • Answer product/software inquiries and perform tax calculations.
  • Document customer interactions and maintain accurate records.
  • Meet KPI metrics and participate in training and development.

Connaissances

Tax preparation
Excellent communication
Customer service
Critical thinking
Problem solving
Research skills
Ability to work in fast-paced env
Bilingual English/Spanish (plus)
Tech proficiency
Dedicated hardwired internet
Video/remote communication
Ability to reside in United States

Outils

Smartlook

Description du poste

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in completing federal and state returns. You will guide clients through tax concepts, perform calculations, and provide explanations in everyday language.

The role requires at least 2 years of tax prep experience, active PTIN, and US residency. You will work in a high-volume, video-driven environment with flexible hours, and training will be provided.

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