Remote Tax Pro: Expert Prep & Customer Guidance

Intuit, Inc.; Waterloo (IL); À distance; USD 29 000 - 37 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their federal and state returns. This virtual, customer-facing role requires excellent communication and tax knowledge and will involve guiding clients through 1040 filings using TurboTax products.

You will provide tax advice, perform full-service returns, answer product questions, and document each interaction while meeting KPI metrics. Prior tax prep experience and a dedicated internet connection are required.

Qualifications

• 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.

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 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, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Connaissances

Tax preparation experience

Customer service skills

Bilingual English/Spanish

Outils

TurboTax software

Description du poste

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their federal and state returns. This virtual, customer-facing role requires excellent communication and tax knowledge and will involve guiding clients through 1040 filings using TurboTax products.

You will provide tax advice, perform full-service returns, answer product questions, and document each interaction while meeting KPI metrics. Prior tax prep experience and a dedicated internet connection are required.