Remote Tax Pro - TurboTax Expert & Client Advisor

Intuit, Inc.; Caldwell (OH); A distancia; USD 26.000 - 34.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely, delivering expert guidance, tax preparation, and explanations of tax terms via video interactions.

You will handle full service returns, signings, product inquiries, and tax calculations while documenting interactions and aiming to exceed KPI targets. A flexible, customer-centric role with ongoing training is offered.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN and any related state licenses, permits, or bonds as required.
• Willingness to work a minimum of 20 hours per week and operate in a virtual environment.

Responsabilidades

• Assist TurboTax customers remotely through video interactions to provide tax advice and preparation.
• Perform full service return preparation and obtain signatures as needed.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and adhere to policy guidelines.
• Meet KPI metrics and participate in training and validation programs.

Conocimientos

Tax preparation

Customer service

Video communication

Attention to detail

Bilingual English/Spanish

Herramientas

Smartlook video software

Descripción del empleo

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely, delivering expert guidance, tax preparation, and explanations of tax terms via video interactions.

You will handle full service returns, signings, product inquiries, and tax calculations while documenting interactions and aiming to exceed KPI targets. A flexible, customer-centric role with ongoing training is offered.