Remote Tax Pro & Client Support Specialist

Intuit, Inc.; Peoria (IL); À distance; USD 29 000 - 37 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a detail-oriented tax preparer for TurboTax customers in a remote, virtual role.

You will help clients complete federal and state returns, provide tax explanations, and answer questions about TurboTax products while upholding Intuit's standards for customer care. The position requires 2+ years of tax prep experience, a PTIN, and the ability to work at least 20 hours weekly from a US residence.

Qualifications

• 2+ years of federal/state individual 1040 tax returns experience for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Must reside in the United States with a dedicated internet connection.
• Willing to work a minimum of 20 hours per week.
• Proficient with computers and tax software.
• Bilingual English/Spanish a plus.

Responsabilités

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and troubleshoot using defined procedures.
• Meet KPI metrics and participate in pilots and training.

Connaissances

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Outils

TurboTax

Smartlook

Description du poste

Intuit, Inc. is seeking a detail-oriented tax preparer for TurboTax customers in a remote, virtual role.

You will help clients complete federal and state returns, provide tax explanations, and answer questions about TurboTax products while upholding Intuit's standards for customer care. The position requires 2+ years of tax prep experience, a PTIN, and the ability to work at least 20 hours weekly from a US residence.