Remote Tax Pro & Customer Guidance Specialist

Intuit, Inc.; Westminster (MD); A distancia; USD 29.000 - 37.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a virtual Tax Assistant with tax preparation experience to guide customers through TurboTax returns and explanations of tax terms. You will deliver expert support via video/voice tools, ensure accuracy, and help customers complete their federal and state filings from home.

Strong communication, reliability, and knowledge of tax rules are essential. The role requires at least 2 years of recent 1040 preparation experience, ability to work a minimum of 20 hours per week, and

Formación

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service with video/ audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection that meets Intuit Security criteria.

Responsabilidades

• 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 inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including trainings and cross-training of other products or offerings.

Descripción del empleo

Intuit, Inc. is seeking a virtual Tax Assistant with tax preparation experience to guide customers through TurboTax returns and explanations of tax terms. You will deliver expert support via video/voice tools, ensure accuracy, and help customers complete their federal and state filings from home.

Strong communication, reliability, and knowledge of tax rules are essential. The role requires at least 2 years of recent 1040 preparation experience, ability to work a minimum of 20 hours per week, and