Remote Tax Pro & Customer Guidance Specialist

Intuit, Inc.; Somerville (NJ); À distance; USD 31 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a motivated tax professional to help customers complete their federal and state returns using TurboTax products. This virtual, customer-facing role leverages video tools to provide tax guidance, full service return preparation, and product inquiries.

You will document interactions and work toward KPIs in a fast-paced environment while completing required training. The position requires 2+ years of tax prep experience, active PTIN, ability to obtain state licenses, and a

Qualifications

• 2+ years preparing federal/state 1040 returns for ~30 clients per season with tax software.
• Must possess or be able to obtain related State licenses/certificates.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations.
• Strong customer service; interact via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, research.
• Able to work in fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax knowledge.
• Utilize government sites and resources to find the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve customer tax inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Connaissances

Tax preparation

Customer service

Communication skills

Video tools

Bilingual English/Spanish

Remote work readiness

Outils

Smartlook

Description du poste

Intuit, Inc. is seeking a motivated tax professional to help customers complete their federal and state returns using TurboTax products. This virtual, customer-facing role leverages video tools to provide tax guidance, full service return preparation, and product inquiries.

You will document interactions and work toward KPIs in a fast-paced environment while completing required training. The position requires 2+ years of tax prep experience, active PTIN, ability to obtain state licenses, and a