Remote Tax Expert: TurboTax Guidance & Prep

Intuit, Inc.; Pleasant Hill (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a tax-preparation professional for a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to customers using TurboTax products via video.

The role emphasizes strong communication, brand delight, and empowering customers to finish their taxes. Training and compliance are required and ongoing. The position offers a flexible 20+ hour weekly commitment with potential for bonus and benefits based

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• 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.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.

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.
• 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 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 toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Must complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

English/Spanish bilingual

Tools

Smartlook

Job description

Intuit, Inc. in the United States is seeking a tax-preparation professional for a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms to customers using TurboTax products via video.

The role emphasizes strong communication, brand delight, and empowering customers to finish their taxes. Training and compliance are required and ongoing. The position offers a flexible 20+ hour weekly commitment with potential for bonus and benefits based