Remote Tax Expert for 1040 & TurboTax Guidance

Intuit, Inc.; Lincoln (NE); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience to help customers complete their taxes using TurboTax products. This remote role focuses on providing expert guidance, tax preparation, and explanations of tax terms to customers.

You will interact with customers via video, deliver high-quality service, and participate in training and development to meet key performance indicators and business goals.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
• Deliver high quality customer interactions with deep knowledge of tax preparation and empathy.
• Document customer interactions and work toward KPI metrics and program goals.
• Complete required trainings and development as determined by the business.

Skills

Tax preparation experience

Customer service skills

Bilingual English/Spanish

Remote video calls

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience to help customers complete their taxes using TurboTax products. This remote role focuses on providing expert guidance, tax preparation, and explanations of tax terms to customers.

You will interact with customers via video, deliver high-quality service, and participate in training and development to meet key performance indicators and business goals.