Remote Tax Pro & Expert Support (Bilingual)

Intuit, Inc.; Sioux City (IA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with federal and state 1040 returns using TurboTax products in a virtual role. You will provide expert tax guidance, calculations, and explanations of terms to help customers complete their returns.

The role emphasizes excellent communication, customer service, and adherence to company policies while meeting KPI metrics and participating in trainings as needed.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• PTIN actively possessed or able to obtain.
• Must possess or be able to obtain related state licenses/certificates/permits.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; strong computer/software skills.
• Strong customer service; professional video/audio communication.
• Excellent verbal and written communication.
• Willing to obtain dedicated hardwired internet meeting security criteria.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Calculate taxes and explain terms in everyday language.
• Create high-quality customer interactions with empathy and expertise.
• Document customer interactions and resolve inquiries per policies.
• Meet KPIs and participate in pilot testing and trainings as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Tax knowledge

Communication

Bilingual English/Spanish

Tools

TurboTax

Tax preparation software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with federal and state 1040 returns using TurboTax products in a virtual role. You will provide expert tax guidance, calculations, and explanations of terms to help customers complete their returns.

The role emphasizes excellent communication, customer service, and adherence to company policies while meeting KPI metrics and participating in trainings as needed.