Remote Tax Pro: Expert Returns & Customer Guidance

Intuit, Inc.; Tampa (FL); A distancia; USD 28.000 - 39.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing TurboTax support role. You will assist customers with tax preparation, provide tax guidance, and explain tax terms using clear language.

The position demands strong communication, tech proficiency, and the ability to work at least 20 hours weekly from the United States. The role emphasizes high-quality customer interactions, adherence to procedures, and ongoing training to stay current with tax rules and

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident 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 (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit security criteria.
• Bilingual English/Spanish communication skills (written & spoken) a plus.
• Must reside in the United States.

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 inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in 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 compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Conocimientos

Tax preparation experience

Customer service

Video communication tools

Bilingual English/Spanish

Herramientas

Commercial tax software

Descripción del empleo

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing TurboTax support role. You will assist customers with tax preparation, provide tax guidance, and explain tax terms using clear language.

The position demands strong communication, tech proficiency, and the ability to work at least 20 hours weekly from the United States. The role emphasizes high-quality customer interactions, adherence to procedures, and ongoing training to stay current with tax rules and