Virtual Tax Associate: Expert Tax Prep & Guidance

Intuit, Inc.; Sanford (FL); À distance; USD 26 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a tax-focused professional for a virtual customer-facing role to guide customers through their TurboTax returns. You will provide tax advice, perform full service preparation, and explain tax terms in everyday language while delivering excellent customer service.

The role requires 2+ years of recent individual tax return experience, active PTIN, and ability to work at least 20 hours per week. Remote work is supported across the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.

Responsabilités

• Assist TurboTax customers via virtual, video-based interactions.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Deliver high quality customer experiences with empathy and clear explanations of tax terms.
• Reference government sites and professional resources to provide accurate answers.
• Document customer interactions and adhere to procedures and policies.
• Meet KPI metrics and participate in training and development.

Connaissances

Tax preparation

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Video/Audio communication

Fast-paced work

Formation

PTIN required

State licenses (where applicable)

Outils

Commercial tax software

Description du poste

Intuit, Inc. is seeking a tax-focused professional for a virtual customer-facing role to guide customers through their TurboTax returns. You will provide tax advice, perform full service preparation, and explain tax terms in everyday language while delivering excellent customer service.

The role requires 2+ years of recent individual tax return experience, active PTIN, and ability to work at least 20 hours per week. Remote work is supported across the United States.