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 seek out and deliver the right answer to the customer using everyday language.
- Use state of the art video communication software to interact with customers.
- Document interactions to maintain accurate records.
Requirements
- Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns using commercial tax preparation software.
- Active PTIN (Preparer Tax Identification Number).
- Passionate about helping clients navigate the complexities of taxation.
- Committed to enhancing Intuit's brand by delighting customers and empowering them to prepare their taxes.
- Excellent customer service skills.
- Excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
Nice to Have
- Intuit Academy Level 1 badge (reduces required experience to 1+ year with 30 or more paid tax returns).
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
- Position is virtual and customer-facing.
- Must reside in the United States.
- Opportunity to earn supplemental income.
- Role supports the goal of 'Powering Prosperity Around the World.'
