Remote Tax Consultant — Expert Returns & Customer Support

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

Job summary

Intuit, Inc. is seeking a tax preparer with tax return experience to assist TurboTax customers remotely. You will guide customers through federal and state returns, explain tax terms, and provide expert support to ensure accurate filings.

In this virtual role, you’ll handle tax advice, full service return preparation, and product inquiries, documenting interactions and meeting KPIs. Must reside in the United States and be able to work at least 20 hours per week.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers 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.
• Must be 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 – 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 (written & spoken) 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.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge and expertise in tax preparation.
• Utilize and leverage 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 continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Technical proficiency

Internet troubleshooting

Bilingual English/Spanish

Remote work

Attention to detail

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a tax preparer with tax return experience to assist TurboTax customers remotely. You will guide customers through federal and state returns, explain tax terms, and provide expert support to ensure accurate filings.

In this virtual role, you’ll handle tax advice, full service return preparation, and product inquiries, documenting interactions and meeting KPIs. Must reside in the United States and be able to work at least 20 hours per week.