Remote Tax Advisor & 1040 Specialist

Intuit, Inc.; New York (NY); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will guide tax preparation, provide explanations of tax terms, and aim to delight customers while empowering them to file accurately.

Responsibilities include handling tax advice, full service returns, product inquiries, and using video tools to interact with customers. 20 hours/week minimum, US residency required.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) 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 inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive tax knowledge.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Must be willing to complete all required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Problem solving

Independent work

Digital literacy

Education

PTIN

State licenses/certifications

Tools

TurboTax software

Tax software

Smartlook video tool

Job description

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will guide tax preparation, provide explanations of tax terms, and aim to delight customers while empowering them to file accurately.

Responsibilities include handling tax advice, full service returns, product inquiries, and using video tools to interact with customers. 20 hours/week minimum, US residency required.