Remote Tax Pro - Expert Returns & Guidance

Intuit, Inc.; Springfield (MO); À distance; USD 30 000 - 39 000; Temps partiel

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits package

Résumé du poste

Intuit, Inc. is seeking a virtual tax preparer with TurboTax experience to assist customers remotely. The role focuses on tax advice, full-service return preparation, and answering software questions using a state-of-the-art video platform.

You will document interactions and apply policy guidance while meeting KPIs. The ideal candidate has 2+ years of 1040 experience, holds or can obtain a PTIN, and resides in the United States.

Qualifications

• 2+ years of federal/state 1040 tax return prep for 30+ clients per season.
• Active PTIN or ability to obtain.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Excellent verbal and written communication skills.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Help TurboTax customers working on returns or with delegated returns: tax advice, full service preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions and document interactions with empathy and expertise.
• Use government sites and resources to deliver accurate answers in plain language.
• Meet defined procedures and KPI metrics; participate in trainings and pilot tests.

Connaissances

Tax return preparation

Customer service

Tax knowledge

Bilingual English/Spanish

PTIN held

Video chat proficient

Attention to detail

Problem solving

Fast learner

Tech savvy

Outils

TurboTax

Smartlook

Tax software

Description du poste

Intuit, Inc. is seeking a virtual tax preparer with TurboTax experience to assist customers remotely. The role focuses on tax advice, full-service return preparation, and answering software questions using a state-of-the-art video platform.

You will document interactions and apply policy guidance while meeting KPIs. The ideal candidate has 2+ years of 1040 experience, holds or can obtain a PTIN, and resides in the United States.