Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Santa Clara (CA); Remote; USD 31.000 - 39.000; Teilzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. seeks a virtual tax professional to assist customers using TurboTax products. You will provide expert tax preparation guidance, handle full service returns, and help customers understand tax terms via video interactions.

Responsibilities include documenting interactions, following procedures, and achieving KPI targets. A flexible, remote role requiring 20+ hours weekly, with bilingual English/Spanish a plus.

Qualifikationen

• 2+ years of recent federal and state individual 1040 tax returns experience.
• Active PTIN and ability to obtain state licenses if required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.

Aufgaben

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per procedures.
• Meet KPI metrics and participate in pilots and training as needed.

Kenntnisse

Tax preparation

Customer service

Verbal communication

Written communication

Tech proficiency

Tools

Tax software

Jobbeschreibung

Intuit, Inc. seeks a virtual tax professional to assist customers using TurboTax products. You will provide expert tax preparation guidance, handle full service returns, and help customers understand tax terms via video interactions.

Responsibilities include documenting interactions, following procedures, and achieving KPI targets. A flexible, remote role requiring 20+ hours weekly, with bilingual English/Spanish a plus.