Virtual Tax Pro — 1040 Expert

Intuit, Inc.; New Haven (CT); Remote; USD 26.000 - 39.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a tax support professional to assist TurboTax customers remotely with tax preparation and expert guidance. You will explain tax terms, provide supported advice, and help customers navigate tax software in a video-enabled environment.

The role emphasizes clear communication, empathy, and the ability to resolve inquiries while meeting performance metrics. Training and compliance may be required, with potential for bonuses and benefits.

Qualifikationen

• 2+ years of experience preparing federal and state 1040 returns.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer software.

Aufgaben

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and meet KPIs and Big Bet Goals.
• Participate in training, projects, and evaluations as required.

Kenntnisse

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Adaptability

Ausbildung

PTIN eligibility

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax support professional to assist TurboTax customers remotely with tax preparation and expert guidance. You will explain tax terms, provide supported advice, and help customers navigate tax software in a video-enabled environment.

The role emphasizes clear communication, empathy, and the ability to resolve inquiries while meeting performance metrics. Training and compliance may be required, with potential for bonuses and benefits.