Remote Tax Pro - Expert Returns & Guidance

Intuit, Inc.; Lansing (MI); À distance; USD 26 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a qualified tax professional for a virtual, customer-facing role focused onTurboTax tax preparation and guidance. You will assist customers with federal and state returns, explain tax concepts, and provide high-quality support using our secure video tools.

The position requires 2+ years of experience, active PTIN, and the ability to work at least 20 hours per week from the United States. A hardwired internet connection and English/Spanish bilingual skills are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN (Preparer Tax Identification Number).
• 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 professionally.
• 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 hardwired internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Help TurboTax customers with tax return preparation, tax advice, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with deep empathy and expertise in tax preparation.
• Utilize government websites and professional resources to find the right answer in everyday language.
• Document customer interactions and adhere to procedures and policies.
• Meet KPI metrics and participate in pilots, projects, and validations.
• Complete required training and development as determined by the business.

Connaissances

Tax preparation

Customer service

Video/phone communication

Excellent communication

Problem solving

Formation

State licenses

Outils

Tax preparation software

Description du poste

Intuit, Inc. is seeking a qualified tax professional for a virtual, customer-facing role focused onTurboTax tax preparation and guidance. You will assist customers with federal and state returns, explain tax concepts, and provide high-quality support using our secure video tools.

The position requires 2+ years of experience, active PTIN, and the ability to work at least 20 hours per week from the United States. A hardwired internet connection and English/Spanish bilingual skills are a plus.