Remote Tax Pro: Virtual 1040 Prep & Guidance

Intuit, Inc.; Erie (Erie County); A distancia; USD 29.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. seeks a motivated tax-prep specialist to assist TurboTax customers remotely in completing federal and state returns and providing expert guidance. You will educate customers, explain tax terms, and handle software inquiries in a friendly, confident manner.

The role requires 2+ years of tax prep experience, active PTIN, and strong communication skills. A flexible schedule of at least 20 hours per week is offered with ongoing training and performance-based rewards.

Formación

• 2+ years of federal and state 1040 tax return preparation 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 Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Conocimientos

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Tech proficiency

Bilingual English/Spanish

Circular 230 knowledge

Educación

Active PTIN

State licenses/permits/bonds

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. seeks a motivated tax-prep specialist to assist TurboTax customers remotely in completing federal and state returns and providing expert guidance. You will educate customers, explain tax terms, and handle software inquiries in a friendly, confident manner.

The role requires 2+ years of tax prep experience, active PTIN, and strong communication skills. A flexible schedule of at least 20 hours per week is offered with ongoing training and performance-based rewards.