Remote Tax Associate - TurboTax & Client Guidance

Intuit, Inc.; Fremont (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state 1040 returns. This virtual, customer-facing role features video interactions to guide customers through tax preparation, calculations, and explanations of terms.

You will leverage government resources and TurboTax software to deliver accurate, empathetic support. Requirements include 2+ years of return preparation experience, active PTIN, Circular 230 knowledge, ability to work at least 20 hours

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial 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; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools.
• Excellent verbal and written communication skills.
• Bilingual English/Spanish is 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 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 expertise in tax preparation.
• Utilize government websites and professional resources to seek out and deliver the right answer in everyday language.
• Apply defined practices 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 complete required training and development as determined by the business.

Skills

Tax preparation

PTIN

Circular 230 knowledge

Bilingual English/Spanish

Customer service

Video/phone communication

Remote work

US residency

Tools

TurboTax software

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state 1040 returns. This virtual, customer-facing role features video interactions to guide customers through tax preparation, calculations, and explanations of terms.

You will leverage government resources and TurboTax software to deliver accurate, empathetic support. Requirements include 2+ years of return preparation experience, active PTIN, Circular 230 knowledge, ability to work at least 20 hours