Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Reading (Berks County); A distancia; USD 30.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a tax professional to support TurboTax customers remotely. You will guide clients through federal and state returns, explain tax terms, and handle product questions with clarity and confidence.

Role emphasizes strong communication, customer service excellence, and compliance. A minimum of 2 years of tax preparation experience and active PTIN are required; remote-friendly US residence preferred.

Formación

• 2+ years of federal/state 1040 tax return prep for at least 30 clients per season.
• Active PTIN; state licenses or equivalents may be required.
• Knowledge of Circular 230; capacity to use tax prep software.
• Willingness to work a minimum of 20 hours weekly.

Responsabilidades

• Provide tax advice and full service return prep with signature.
• Assist TurboTax customers with product questions and tax calculations.
• Create high quality customer interactions using empathy and expertise.
• Document interactions and adhere to policies; meet KPI metrics.

Conocimientos

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Video/audio interactions

Herramientas

PTIN management

Descripción del empleo

Intuit, Inc. is seeking a tax professional to support TurboTax customers remotely. You will guide clients through federal and state returns, explain tax terms, and handle product questions with clarity and confidence.

Role emphasizes strong communication, customer service excellence, and compliance. A minimum of 2 years of tax preparation experience and active PTIN are required; remote-friendly US residence preferred.