Remote Tax Specialist for TurboTax Returns

Intuit, Inc.; Columbus (OH); A distancia; USD 26.000 - 33.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a motivated individual with tax preparation experience to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms while supporting a positive brand experience.

The role is virtual and customer-facing, using our Smartlook video tool. You will document interactions, meet KPI targets, and complete required trainings to stay compliant and proficient in the tools and processes.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.

Responsabilidades

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and assist with product inquiries and tax calculations.
• Create high quality customer interactions with empathy and expert knowledge in tax preparation.
• Document customer interactions and adhere to procedures and policies.
• Meet KPI metrics and participate in training and development as required.

Conocimientos

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Critical thinking

Problem solving

Time management

Educación

PTIN (Active)

State licenses/certs

Circular 230 knowledge

Herramientas

TurboTax software

Smartlook

Video conferencing tools

Descripción del empleo

Intuit, Inc. is seeking a motivated individual with tax preparation experience to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms while supporting a positive brand experience.

The role is virtual and customer-facing, using our Smartlook video tool. You will document interactions, meet KPI targets, and complete required trainings to stay compliant and proficient in the tools and processes.