Remote Tax Pro: TurboTax Expert & Virtual Support

Intuit, Inc.; Atlanta (GA); À distance; USD 31 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will deliver expert guidance, tax preparation, and explanations of tax terms, while maintaining brand delight and ensuring secure, accurate returns. Candidates should have 2+ years of federal/state return experience, PTIN, and willingness to work 20+ hours weekly from a US residence.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Strong customer service skills with professional video/audio interaction.
• Excellent verbal and written communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will interact with customers via video communications software (Smartlook).
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences using deep empathy and tax knowledge.
• Utilize government websites, resources, and team expertise to deliver the right answer in plain language.
• Apply defined practices and policies to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Connaissances

Verbal communication

Written communication

Customer service

Bilingual English/Spanish

Technical proficiency

Outils

TurboTax software

Smartlook

Description du poste

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will deliver expert guidance, tax preparation, and explanations of tax terms, while maintaining brand delight and ensuring secure, accurate returns. Candidates should have 2+ years of federal/state return experience, PTIN, and willingness to work 20+ hours weekly from a US residence.