Remote Tax Pro & Virtual Advisor

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

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit is seeking a tax professional for a virtual, customer-facing role to help customers complete federal and state returns using TurboTax. You will guide customers through tax concepts, provide calculations, and deliver clear explanations.

You will work remotely with a focus on high-quality interactions, document all encounters, and meet KPI targets while completing required training. Must have tax prep experience and PTIN; bilingual (English/Spanish) is a plus.

Formación

• 2+ years of federal and state 1040 return prep for at least 30 clients per season
• Active PTIN and ability to obtain state licenses
• Strong verbal and written communication, customer service orientation
• Proficient with technology and tax software

Responsabilidades

• Conduct virtual tax consultations using video software
• Prepare and sign full tax returns and provide explanations in plain language
• Answer product questions and assist with tax calculations
• Document customer interactions and meet KPIs

Conocimientos

Tax preparation

Customer service

Communication

Bilingual EN/ES

Educación

PTIN holder

Herramientas

TurboTax

Smartlook

Descripción del empleo

Intuit is seeking a tax professional for a virtual, customer-facing role to help customers complete federal and state returns using TurboTax. You will guide customers through tax concepts, provide calculations, and deliver clear explanations.

You will work remotely with a focus on high-quality interactions, document all encounters, and meet KPI targets while completing required training. Must have tax prep experience and PTIN; bilingual (English/Spanish) is a plus.