Virtual Tax Pro & Client Advisor

Intuit, Inc.; Bluffton (SC); A distancia; USD 26.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of terms. You will guide customers through complex tax scenarios using advanced video tools and deliver high-quality service to empower users to file accurately.

Requirements include 2+ years of 1040 experience, PTIN, and the ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus. Compensation varies by location across the United States.

Formación

• 2+ years of federal and state 1040 tax return experience for 30+ clients per season using tax software.
• Active PTIN and state licenses/certifications as applicable.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and strong communication skills.

Responsabilidades

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and handle product inquiries and tax calculations.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in pilots and training as required.

Conocimientos

Tax preparation

Customer service

Video/Audio communication

Bilingual English/Spanish

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of terms. You will guide customers through complex tax scenarios using advanced video tools and deliver high-quality service to empower users to file accurately.

Requirements include 2+ years of 1040 experience, PTIN, and the ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus. Compensation varies by location across the United States.