Virtual Tax Pro: 1040 Prep & Client Guidance

Jobtome; Hartford (CT); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit TurboTax is seeking a tax professional for a fully virtual role to guide customers through tax preparation, provide expert advice, and explain tax terms using TurboTax products.

You will assist customers with 1040 returns, support tax calculations, and document interactions while aiming to delight customers and meet performance goals. Training and compliance are part of the role.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge and expertise in tax preparation.
• Utilize resources to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions; Work toward meeting company KPI metrics and Big Bet Goals; Participate in pilot testing and projects.

Job description

Intuit TurboTax is seeking a tax professional for a fully virtual role to guide customers through tax preparation, provide expert advice, and explain tax terms using TurboTax products.

You will assist customers with 1040 returns, support tax calculations, and document interactions while aiming to delight customers and meet performance goals. Training and compliance are part of the role.