Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Cornelius (NC); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is hiring for a tax support role to help customers complete their taxes using TurboTax products. This virtual, customer-facing position requires strong communication and tax prep knowledge, with emphasis on clear, empathetic guidance and accuracy.

You will interact with customers via video tools, assist with tax returns, answer product questions, and document interactions. A dedicated internet connection and US residency are required.

Qualifications

• 2+ years of recent federal and state 1040 tax return prep for 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.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video/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 meeting Intuit security criteria.
• 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 inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Communication

Problem solving

Research skills

Tech savvy

Bilingual (English/Spanish)

Education

PTIN

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is hiring for a tax support role to help customers complete their taxes using TurboTax products. This virtual, customer-facing position requires strong communication and tax prep knowledge, with emphasis on clear, empathetic guidance and accuracy.

You will interact with customers via video tools, assist with tax returns, answer product questions, and document interactions. A dedicated internet connection and US residency are required.