Virtual Tax Advisor for 1040 Returns

Intuit, Inc.; Columbia Township (MO); Remote; USD 26.000 - 39.000; Vollzeit

Zusammenfassung

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will assist customers in completing their federal and state tax returns using TurboTax, provide expert tax guidance, and explain tax terms in everyday language.

The position emphasizes high-quality customer interactions and adherence to company processes. The role requires at least 2 years of federal/state tax return experience, strong communication skills, and reliability with a dedicated internet

Qualifikationen

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Proficient with commercial tax preparation software.
• Strong customer service skills with video/remote interaction.

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.
• Explain tax concepts in plain language and guide customers through filings.
• Document customer interactions and maintain accurate records.
• Meet KPIs and participate in pilots and trainings as required.

Kenntnisse

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish

Tech proficiency

Critical thinking

Fast-paced environment

Video/remote communication

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will assist customers in completing their federal and state tax returns using TurboTax, provide expert tax guidance, and explain tax terms in everyday language.

The position emphasizes high-quality customer interactions and adherence to company processes. The role requires at least 2 years of federal/state tax return experience, strong communication skills, and reliability with a dedicated internet