Remote Tax Return Specialist — Virtual Advisor

Intuit, Inc.; Oxnard (CA); À distance; USD 30 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. seeks a motivated TurboTax tax professional to assist customers remotely with tax preparation and explanations of tax terms. You will use TurboTax products and video tools to guide taxpayers through returns with accuracy and empathy.

Responsibilities include tax advice, full-service return preparation and signature, product inquiries, and documenting customer interactions. Training and KPI-driven performance are required as part of the role.

Qualifications

• 2+ years of federal and state 1040 tax return experience for at least 30 clients per season.
• Must possess or be able to obtain State licenses, certificates, permits, or bonds.
• Active PTIN and ability to meet regulatory requirements.
• Willing to work minimum 20 hours per week.
• Strong communication and customer service skills.

Responsabilités

• Virtual, customer-facing role using video software to assist customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and meet KPI metrics.

Connaissances

Tax preparation

Customer service

Communication

Video support

Problem solving

Remote work

Formation

PTIN

Outils

TurboTax

Description du poste

Intuit, Inc. seeks a motivated TurboTax tax professional to assist customers remotely with tax preparation and explanations of tax terms. You will use TurboTax products and video tools to guide taxpayers through returns with accuracy and empathy.

Responsibilities include tax advice, full-service return preparation and signature, product inquiries, and documenting customer interactions. Training and KPI-driven performance are required as part of the role.