Remote Tax Pro for TurboTax Prep

Intuit, Inc.; West Lafayette (IN); A distancia; USD 26.000 - 39.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional for a virtual TurboTax support role. You will guide customers through tax prep, provide explanations, and use video tools to interact remotely from the United States.

Responsibilities include tax advice, full service return preparation, and detailed documentation while meeting KPI targets. A strong customer-service mindset and tech proficiency are essential.

Formación

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season
• Must possess or obtain related State licenses/certificates/permits/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 and software
• Strong customer service and ability to interact through video/audio tools professionally
• Excellent verbal and written communication
• Must reside in the United States

Responsabilidades

• This is a virtual, customer-facing role using video software to interact with customers
• Provide tax advice, full service return preparation and signature
• Answer product/software inquiries and perform tax calculations
• Create high quality customer interactions with empathy and expertise
• Document customer interactions
• Meet KPI metrics and Big Bet Goals
• Participate in pilot testing and cross trainings as needed
• Complete required training and development as determined by the business

Conocimientos

Tax preparation

Customer service

Communication

Video interaction

Bilingual English/Spanish (plus)

Educación

Active PTIN

State licenses/certificates

Herramientas

TurboTax software

Smartlook/video software

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional for a virtual TurboTax support role. You will guide customers through tax prep, provide explanations, and use video tools to interact remotely from the United States.

Responsibilities include tax advice, full service return preparation, and detailed documentation while meeting KPI targets. A strong customer-service mindset and tech proficiency are essential.