Remote Tax Pro & TurboTax Expert (Customer Advocate)

Intuit, Inc.; Gastonia (NC); Remote; USD 26.000 - 39.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a remote TurboTax tax professional to assist customers with tax preparation and guidance. You will explain tax terms clearly, provide high-quality service, and help customers complete their returns using our software.

Applicants should have 2+ years of experience preparing federal and state 1040 returns, an active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; training and compliance requirements apply.

Qualifikationen

• Two or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN and knowledge of Circular 230.

Aufgaben

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, perform full service return preparation and signature, and handle product inquiries.
• Document customer interactions and apply company policies to troubleshoot tax questions.
• Work toward meeting KPI metrics and participate in pilots and training as required.

Kenntnisse

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual (English/Spanish)

Tools

TurboTax software

Jobbeschreibung

Intuit, Inc. is seeking a remote TurboTax tax professional to assist customers with tax preparation and guidance. You will explain tax terms clearly, provide high-quality service, and help customers complete their returns using our software.

Applicants should have 2+ years of experience preparing federal and state 1040 returns, an active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; training and compliance requirements apply.