Remote Tax Specialist — Client-Focused Tax Prep Pro

Intuit, Inc.; Anaheim (CA); Remote; USD 32.000 - 39.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a virtual Tax Associate to assist customers with TurboTax products, provide tax guidance, and complete tax returns with accuracy. You will interact via video and audio tools, explain tax terms in everyday language, and document all interactions for KPI tracking.

The role requires 2+ years of federal/state return experience, PTIN, and the ability to work at least 20 hours per week from a home office in the United States. Bilingual English/Spanish is a plus.

Qualifikationen

• 2+ years of recent tax preparation experience for individual returns.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN is required.

Aufgaben

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Complete required training and development as determined by the business.

Kenntnisse

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone support

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a virtual Tax Associate to assist customers with TurboTax products, provide tax guidance, and complete tax returns with accuracy. You will interact via video and audio tools, explain tax terms in everyday language, and document all interactions for KPI tracking.

The role requires 2+ years of federal/state return experience, PTIN, and the ability to work at least 20 hours per week from a home office in the United States. Bilingual English/Spanish is a plus.