Virtual Tax Pro & Client Support

Intuit, Inc.; Charlotte (NC); A distancia; USD 29.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a virtual tax preparer with TurboTax experience to guide customers through their returns. You will use video tools to interact, explain tax concepts, prepare returns, and ensure accuracy. A focus on empathy and clear language helps customers feel confident.

Candidates should have 2+ years of tax prep experience, active PTIN, and availability to work at least 20 hours weekly from a remote location in the United States. Training and compliance requirements apply.

Formación

• 2+ years of recent federal and state 1040 tax returns prepared for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Working knowledge of Circular 230 and tax rules.
• Strong communication, both written and verbal, in English (Spanish a plus).
• Willingness to work at least 20 hours per week remotely.

Responsabilidades

• Assist customers virtually to complete their tax returns using TurboTax products.
• Provide tax advice, explain terms, and perform full service return preparation with signature.
• Address product and software inquiries and tax calculations for customers.
• Create high-quality customer interactions and document conversations.
• Follow procedures to troubleshoot inquiries and meet KPI metrics.

Conocimientos

Tax preparation

Communication skills

Video/customer support

Problem solving

Fast-paced work

Bilingual English/Spanish

Educación

PTIN expiration awareness

Herramientas

TurboTax

Video chat tools

Circular 230 knowledge

Descripción del empleo

Intuit, Inc. is seeking a virtual tax preparer with TurboTax experience to guide customers through their returns. You will use video tools to interact, explain tax concepts, prepare returns, and ensure accuracy. A focus on empathy and clear language helps customers feel confident.

Candidates should have 2+ years of tax prep experience, active PTIN, and availability to work at least 20 hours weekly from a remote location in the United States. Training and compliance requirements apply.