Virtual Tax Pro for TurboTax: Expert Returns & Guidance

Intuit, Inc.; Palm Springs (CA); Remote; USD 31.000 - 39.000; Teilzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking a tax professional to assist customers with federal and state 1040 returns in a remote, virtual setting. You will use TurboTax tools and Smartlook to guide clients through tax questions, calculations, and signature processes.

Strong communication skills and a customer-first mindset are essential. This role offers ongoing training, KPI-driven goals, and potential bonus/ equity rewards as part of the compensation package.

Qualifikationen

• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season using tax software.
• Must possess active PTIN and related state licenses or be able to obtain them.
• Strong verbal and written communication skills with customers via video/audio tools.

Aufgaben

• Virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax users with tax return preparation, advice, and product inquiries.
• Document customer interactions and resolve inquiries per procedures.
• Meet KPI metrics and participate in pilots and trainings as required.
• Provide clear, empathetic explanations of tax terms and steps.

Kenntnisse

Tax preparation

PTIN

Verbal communication

Written communication

Customer service

Bilingual (English/Spanish)

Tools

TurboTax

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to assist customers with federal and state 1040 returns in a remote, virtual setting. You will use TurboTax tools and Smartlook to guide clients through tax questions, calculations, and signature processes.

Strong communication skills and a customer-first mindset are essential. This role offers ongoing training, KPI-driven goals, and potential bonus/ equity rewards as part of the compensation package.