Virtual Tax Specialist - Client Support & Returns

Intuit, Inc.; North Las Vegas (NV); A distancia; USD 26.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional for a virtual role focused on TurboTax customer support. You will guide customers through federal and state returns, provide tax explanations, and assist with payments and signatures.

A strong customer service background and knowledge of tax terms are essential. This position emphasizes clear communication, empathy, and the ability to explain complex tax concepts in plain language.

Formación

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

Responsabilidades

• This is a virtual, customer-facing role; you will be using our video communications software 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 expertise in tax preparation.
• Utilize government websites and professional resources to seek out and deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve customer tax inquiries.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete all required training and development as determined by the business.

Conocimientos

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Educación

State licenses/certificates required

Herramientas

Video conferencing tools

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional for a virtual role focused on TurboTax customer support. You will guide customers through federal and state returns, provide tax explanations, and assist with payments and signatures.

A strong customer service background and knowledge of tax terms are essential. This position emphasizes clear communication, empathy, and the ability to explain complex tax concepts in plain language.