Remote Tax Specialist - Expert Tax Prep & Guidance

Intuit, Inc.; Jackson (MS); A distancia; USD 28.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their federal and state returns.

You will use our video tools to provide expert tax guidance, answer questions, and perform full service return preparation with signature, while explaining tax terms in everyday language. The role requires 2+ years of tax prep experience, active PTIN, and ability to work at least 20 hours per week.

Formación

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsabilidades

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Conocimientos

Tax prep exp

Customer service

Communication skills

Tech proficiency

Bilingual English/Spanish

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their federal and state returns.

You will use our video tools to provide expert tax guidance, answer questions, and perform full service return preparation with signature, while explaining tax terms in everyday language. The role requires 2+ years of tax prep experience, active PTIN, and ability to work at least 20 hours per week.