Remote Tax Expert & Virtual Prep Specialist

Intuit, Inc.; New York (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax. You will guide taxpayers through federal and state returns, provide tax explanations, and support product inquiries in a virtual setting.

Candidates should have tax prep experience, possess PTIN, and be comfortable with video interactions. A willingness to train further and meet performance metrics is required. Remote work from the United States is supported.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• 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 via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide Tax advice, full service return preparation, and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Document customer interactions and resolve inquiries using defined procedures.
• Meet company KPI metrics and participate in pilot testing and training.

Skills

Tax preparation

Customer service

Video/phone communication

Problem solving

Bilingual (English/Spanish)

US residency

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax. You will guide taxpayers through federal and state returns, provide tax explanations, and support product inquiries in a virtual setting.

Candidates should have tax prep experience, possess PTIN, and be comfortable with video interactions. A willingness to train further and meet performance metrics is required. Remote work from the United States is supported.