Remote Tax Pro & Virtual 1040 Specialist

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

Descripción de la vacante

Intuit, Inc. is seeking a detail-oriented tax professional to help TurboTax customers remotely with tax preparation, advice, and explanations of tax terms. You will interact with customers via video tools and guide them through complete returns.

The role requires 2+ years of 1040 prep experience, a PTIN, and the ability to work at least 20 hours per week from a hardwired internet connection within the United States. Bilingual English/Spanish is a plus.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions and experiences with deep empathy and tax knowledge.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required training.

Conocimientos

Tax preparation experience

Communication skills

Customer service

Problem solving

Critical thinking

Hardwired internet

Bilingual (English/Spanish)

Descripción del empleo

Intuit, Inc. is seeking a detail-oriented tax professional to help TurboTax customers remotely with tax preparation, advice, and explanations of tax terms. You will interact with customers via video tools and guide them through complete returns.

The role requires 2+ years of 1040 prep experience, a PTIN, and the ability to work at least 20 hours per week from a hardwired internet connection within the United States. Bilingual English/Spanish is a plus.