Remote Tax Pro: Expert Prep & Customer Guidance

Intuit, Inc.; Athens (GA); À distance; USD 29 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax professional for a remote, customer-facing role focused on TurboTax guidance and tax return preparation.

You will interact with customers via video, provide tax advice, and help complete returns with accuracy while explaining tax terms in clear language. Applicants should have 2+ years of federal/state return experience, PTIN, and working knowledge of Circular 230.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain/state licenses, certificates, permits, or bonds.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills and software understanding.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signatures, and answer product inquiries.
• Explain tax and technical terms in everyday language and document interactions.
• Meet KPI metrics and participate in training and pilots as required.

Connaissances

Customer service

Verbal communication

Written communication

Critical thinking

Description du poste

Intuit, Inc. is seeking a highly motivated tax professional for a remote, customer-facing role focused on TurboTax guidance and tax return preparation.

You will interact with customers via video, provide tax advice, and help complete returns with accuracy while explaining tax terms in clear language. Applicants should have 2+ years of federal/state return experience, PTIN, and working knowledge of Circular 230.