Remote Tax Pro & Client Support Specialist

Intuit, Inc.; Wilmington (NC); À distance; USD 26 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role. You will interact with customers using video tools, provide tax advice, assist with full return preparation and signature, and answer tax and software questions.

The position requires 2+ years of federal/state 1040 returns experience, an active PTIN, and at least 20 hours per week availability. English/Spanish proficiency is a plus, and you must reside in the United States.

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 any related 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.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and deep tax expertise.
• Document customer interactions and work toward meeting KPIs and goals.
• Participate in training, pilot testing, and cross-training as needed.

Connaissances

Tax preparation

Customer service

Verbal & written communication

Video communication

Outils

Smartlook

TurboTax software

Description du poste

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role. You will interact with customers using video tools, provide tax advice, assist with full return preparation and signature, and answer tax and software questions.

The position requires 2+ years of federal/state 1040 returns experience, an active PTIN, and at least 20 hours per week availability. English/Spanish proficiency is a plus, and you must reside in the United States.