Remote Tax Prep Pro — 1040 Expert & Virtual Support

Intuit, Inc.; Kissimmee (FL); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns and understand tax concepts. You will guide users through tax preparation, answer product questions, and provide clear explanations in everyday language.

Candidates should have prior federal and state return experience, be comfortable with video interactions, and reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN (Preparer Tax Identification Number)
• State licenses, certificates, permits, or bonds as required
• Willing to work a minimum of 20 hours per week
• Proficient with technology and computer operations
• Strong verbal and written communication skills

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software 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 inquires, Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language
• Apply defined practices 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 as needed

Skills

Tax preparation experience

Customer service

Communication skills

Video conferencing

Bilingual English/Spanish

Job description

Intuit is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns and understand tax concepts. You will guide users through tax preparation, answer product questions, and provide clear explanations in everyday language.

Candidates should have prior federal and state return experience, be comfortable with video interactions, and reside in the United States.