Remote Tax Specialist: Expert Guidance & Prep

Intuit, Inc.; Stamford (CT); Remote; USD 31.000 - 39.000; Vollzeit

Zusammenfassung

Intuit, Inc. seeks a tax professional with experience to help TurboTax customers complete their returns remotely. You will guide clients through tax questions, prepare returns, and explain terms in plain language while using our video tools.

You will join a virtual team focused on delivering accurate, friendly service, meeting performance metrics, and participating in training and process improvements to support our customers.

Qualifikationen

• 2+ years of federal/state 1040 tax prep experience for at least 30 clients per season using tax software.
• Active PTIN and state licenses or ability to obtain
• Willing to work a minimum of 20 hours per week.
• Proficient with computer software; strong written and spoken communication.
• Bilingual English/Spanish a plus; US residency required

Aufgaben

• Interact with customers via video using Smartlook.
• Provide tax advice and full service return preparation.
• Explain tax terms in plain language to customers.
• Document customer interactions and meet KPIs.
• Complete required training and compliance coursework

Kenntnisse

Customer service

Video calls

Tax preparation

Communication

Problem solving

Tools

PTIN knowledge

Circular 230 knowledge

Jobbeschreibung

Intuit, Inc. seeks a tax professional with experience to help TurboTax customers complete their returns remotely. You will guide clients through tax questions, prepare returns, and explain terms in plain language while using our video tools.

You will join a virtual team focused on delivering accurate, friendly service, meeting performance metrics, and participating in training and process improvements to support our customers.