Remote Tax Associate — Tax Prep & Customer Support

Jobtome; Corpus Christi (TX); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms while aiming to delight customers and empower them to file accurately.

The position requires state and federal return experience, strong communication, and the ability to work remotely from within the United States. Training and development opportunities are provided.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 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 to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service, verbal and written communication skills.
• English and Spanish bilingual skills are a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role.
• You will use video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
• Create high-quality customer interactions with deep empathy and tax knowledge.
• Refer to government websites and professional resources to deliver correct answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and maintain records.
• Strive to meet KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video conferencing

Communication skills

Problem-solving

Tools

TurboTax

Smartlook

Job description

Intuit is seeking a tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms while aiming to delight customers and empower them to file accurately.

The position requires state and federal return experience, strong communication, and the ability to work remotely from within the United States. Training and development opportunities are provided.