Remote Tax Expert & Return Specialist

Intuit, Inc.; Suwanee (GA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to guide customers through tax preparation and explain tax concepts.

This virtual, customer-facing role uses state-of-the-art video tools to deliver expert support, tax calculations, and full-service return preparation with confidence and empathy. You will help customers navigate government sites, apply tax knowledge, and document interactions while meeting KPI targets.

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses/certificates/permits/bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations/ software knowledge.
• Strong customer service skills to interact with customers via video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions and experiences using empathy and deep tax knowledge.
• Utilize government websites and resources to deliver accurate answers in plain language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced work

Tech savvy

Bilingual (English/Spanish)

Tools

Tax preparation software

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional with TurboTax experience to guide customers through tax preparation and explain tax concepts.

This virtual, customer-facing role uses state-of-the-art video tools to deliver expert support, tax calculations, and full-service return preparation with confidence and empathy. You will help customers navigate government sites, apply tax knowledge, and document interactions while meeting KPI targets.