Virtual Tax Advisor: Full-Service Returns & Guidance

Intuit, Inc.; Warrendale (Allegheny County); A distancia; USD 32.000 - 39.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns from a virtual setting. You will provide tax advice, perform full-service return preparation, and answer product and tax questions using clear, everyday language.

The role requires 2+ years of recent tax prep experience, active PTIN or eligibility, and a willingness to meet a minimum of 20 hours per week. Strong communication skills and tech proficiency are essential, with a favorable note for

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required or able to obtain one.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer and software skills.
• Strong customer service; professional, friendly, confident interactions via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer experiences using empathy and tax expertise.
• Use government sites, resources, and team input to deliver accurate answers in everyday language.
• Document customer interactions and align with company policies.
• Meet KPI metrics and participate in pilots and training as needed.

Conocimientos

Tax preparation experience

Customer service

Communication skills

Bilingual English/Spanish

Educación

PTIN credential

State license eligibility

Herramientas

Commercial tax preparation software

Descripción del empleo

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns from a virtual setting. You will provide tax advice, perform full-service return preparation, and answer product and tax questions using clear, everyday language.

The role requires 2+ years of recent tax prep experience, active PTIN or eligibility, and a willingness to meet a minimum of 20 hours per week. Strong communication skills and tech proficiency are essential, with a favorable note for