Virtual Tax Preparer & Client Advisor

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

Résumé du poste

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely. You will provide expert guidance, complete returns, and explain tax terms using everyday language, while delivering exceptional support to help customers prosper.

The role requires 2+ years of federal/state 1040 experience, strong communication, and the ability to work at least 20 hours per week. Bilingual English/Spanish a plus; must reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN and working knowledge of Circular 230.

Responsabilités

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathetic, expert tax knowledge.
• Use government resources and team expertise to deliver the right answers in everyday language.
• Follow defined practices to troubleshoot and resolve tax-related inquiries.
• Document customer interactions and maintain accurate records.
• Meet company KPI metrics and participate in pilot tests and trainings as required.

Connaissances

Tax preparation

Customer service

Communication skills

Technical proficiency

Outils

Tax software

Description du poste

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely. You will provide expert guidance, complete returns, and explain tax terms using everyday language, while delivering exceptional support to help customers prosper.

The role requires 2+ years of federal/state 1040 experience, strong communication, and the ability to work at least 20 hours per week. Bilingual English/Spanish a plus; must reside in the United States.