Remote Tax Specialist - Expert Prep & Guidance

Intuit, Inc.; Waukesha (WI); Remote; USD 26.000 - 39.000; Teilzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits package

Zusammenfassung

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms.

You will interact via video, deliver high-quality customer experiences, and use government and professional resources to provide accurate answers. You will complete training on policies and cross-train on products as needed, while meeting KPI targets and participating in pilots and validations.

Qualifikationen

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Must hold or obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Aufgaben

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Perform tax calculations and troubleshoot customer tax inquiries using defined procedures.
• Document customer interactions and maintain accurate records.
• Meet KPIs and contribute to Big Bet Goals; participate in pilots and trainings as required.

Kenntnisse

Tax preparation experience

Federal/state returns (1040)

Customer service

Video communication

Bilingual (English/Spanish)

Circular 230 knowledge

High-speed internet

Ausbildung

Active PTIN

State licenses/certificates

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms.

You will interact via video, deliver high-quality customer experiences, and use government and professional resources to provide accurate answers. You will complete training on policies and cross-train on products as needed, while meeting KPI targets and participating in pilots and validations.