Remote Tax Associate & Customer‑Focused Tax Pro

Intuit, Inc.; Towson (MD); Remote; USD 29,000 - 37,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks an experienced tax preparation specialist for a virtual, customer-facing role supporting TurboTax customers. You will provide tax guidance, full-service return preparation, and product inquiries, while delivering clear explanations and empathetic service via video interactions.

Responsibilities include assisting customers with tax returns, leveraging government resources, and documenting interactions. Must meet training requirements and reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (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 in a professional, friendly, and confident manner.
• 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 deep (extensive) knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using 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.
• Complete all required training and development as determined by the business including compliance trainings, up-skilling, cross-training of other products, and professional development.

Job description

Intuit, Inc. seeks an experienced tax preparation specialist for a virtual, customer-facing role supporting TurboTax customers. You will provide tax guidance, full-service return preparation, and product inquiries, while delivering clear explanations and empathetic service via video interactions.

Responsibilities include assisting customers with tax returns, leveraging government resources, and documenting interactions. Must meet training requirements and reside in the United States.