Remote Tax Pro & Customer Guidance Expert

Intuit, Inc.; Oklahoma City (OK); Remote; USD 29.000 - 39.000; Vollzeit

Benefits dieser Stelle

Bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist customers remotely with tax preparation using TurboTax. The role emphasizes expert guidance, clear explanations, and a customer‑facing experience designed to empower clients to complete their returns efficiently.

You will handle 1040 federal and state filings, respond to product inquiries, and ensure accurate tax calculations while adhering to company policies and security requirements. Training and performance targets will be part of the role.

Qualifikationen

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses as required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Bilingual English/Spanish is a plus.

Aufgaben

• Assist customers remotely via video and audio tools to provide tax guidance.
• Perform full service tax return preparation and signature.
• Address product questions and tax calculations using reliable resources.
• Document customer interactions and meet KPI targets.

Kenntnisse

Tax preparation experience

Customer service

Excellent communication

Video/audio tools proficiency

Bilingual English/Spanish

Independent work

Tools

TurboTax

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist customers remotely with tax preparation using TurboTax. The role emphasizes expert guidance, clear explanations, and a customer‑facing experience designed to empower clients to complete their returns efficiently.

You will handle 1040 federal and state filings, respond to product inquiries, and ensure accurate tax calculations while adhering to company policies and security requirements. Training and performance targets will be part of the role.