Responsibilities
- Help customers complete their taxes using Intuit TurboTax products
- Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries
- Utilize government websites, professional resources, and team expertise to deliver accurate answers to customers using everyday language
- Use state of the art video communication software to interact with customers
- Document interactions to maintain accurate records
Requirements
- Must have an active PTIN
- Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software
- Must be residing in the United States
- Must be passionate about helping clients navigate the complexities of taxation
- Must possess excellent customer service skills
- Must be excited to interact with customers through video and audio tools in a professional, friendly, and confident manner
Nice to Have
- Eligible with 1+ year of recent experience with 30 or more paid tax returns if you have obtained an Intuit Academy Level 1 badge
Benefits
- 401(k) savings plan with Intuit matching
- Paid sick leave
- Intuit provided E&O insurance
- Employee stock purchase plan
- Employee assistance program
- Product discounts
- Free copy of TurboTax Live
Work Arrangement
Remote (Worldwide)
Additional Information
- Opportunity to earn supplemental income
- Must use video and audio tools for customer interaction
- Role is virtual and customer-facing
