Remote Tax Pro: Expert Returns & Customer Support

Intuit, Inc.; Moreno Valley (CA); À distance; USD 31 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a virtual tax advisor with tax preparation experience to assist customers in completing their returns using TurboTax products.

You will explain tax terms, guide customers through the process, and deliver high-quality service with a focus on clarity and accuracy. Responsibilities include handling tax advice, full-service return preparation, and answering product questions via video interactions.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience.
• Must possess PTIN or be able to obtain one.
• Willing to work a minimum of 20 hours per week.
• Proficient with TurboTax or similar tax software.
• U.S. resident

Responsabilités

• Assist customers via video interactions to provide tax guidance and complete returns.
• Provide tax calculations and explanations in plain language.
• Document customer interactions and follow company procedures.
• Meet KPI metrics and participate in trainings.

Connaissances

Tax knowledge

Customer service

Verbal and written communication

Problem solving

Time management

Formation

PTIN (Present or able to obtain)

Tax credentials/licenses

Outils

TurboTax software

Video conferencing tools

Smartlook

Description du poste

Intuit, Inc. is seeking a virtual tax advisor with tax preparation experience to assist customers in completing their returns using TurboTax products.

You will explain tax terms, guide customers through the process, and deliver high-quality service with a focus on clarity and accuracy. Responsibilities include handling tax advice, full-service return preparation, and answering product questions via video interactions.