Remote Tax Consultant – TurboTax Expert & Customer Ally

Intuit, Inc.; Scranton (Lackawanna County); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a remote tax professional to assist customers with federal and state individual returns using TurboTax. You will provide expert tax guidance, perform full-service returns, and help customers understand tax terms via video interactions.

The role requires 2+ years of tax prep experience, PTIN, strong communication, and the ability to meet weekly hours. Training and compliance are part of the role, with performance metrics guiding success.

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.
• Active PTIN or ability to obtain one; knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week; dedicate a reliable hardwired internet connection.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video software (Smartlook).
• Assist TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge; explain terms in everyday language.
• Use government sites and resources to find accurate answers for customers; follow defined processes and policies.
• Document all customer interactions and work toward KPI metrics and company goals.
• Participate in pilot testing and other projects; complete required training and development.

Skills

Customer service

Tax preparation

Bilingual English/Spanish

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a remote tax professional to assist customers with federal and state individual returns using TurboTax. You will provide expert tax guidance, perform full-service returns, and help customers understand tax terms via video interactions.

The role requires 2+ years of tax prep experience, PTIN, strong communication, and the ability to meet weekly hours. Training and compliance are part of the role, with performance metrics guiding success.