Remote Tax Prep Pro — Virtual Client Guidance

Intuit, Inc.; Mandeville (LA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely.

You will guide clients through federal and state returns, provide explanations of tax terms, and deliver confident, empathetic service via video and voice tools. Requirements include 2+ years of 1040 prep experience with 30+ clients per season, active PTIN, ability to work at least 20 hours weekly, and US residency.

Qualifications

• 2+ years tax return prep for federal/state 1040, 30+ clients/season using tax software.
• State licenses, certificates, permits, or bonds as required.
• Active PTIN.
• Knowledge of Circular 230.
• Available to work at least 20 hours/week.
• Proficient with technology and computer software.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, research skills.
• Able to work in fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

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 inquiries, tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize government sites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, 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

Tax preparation

Customer service

Communication skills

Tech savvy

Bilingual (Eng/Spa)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely.

You will guide clients through federal and state returns, provide explanations of tax terms, and deliver confident, empathetic service via video and voice tools. Requirements include 2+ years of 1040 prep experience with 30+ clients per season, active PTIN, ability to work at least 20 hours weekly, and US residency.