Remote Tax Prep Specialist

Intuit, Inc.; San Marcos (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit is seeking a remote Tax Professional to assist TurboTax customers with federal and state returns. You will provide tax guidance, do full-service preparation and signatures, and answer tax or software questions via video, chat, or calls.

Applicants should have 2+ years of tax prep experience, PTIN, and a hardwired internet connection meeting Intuit security standards. A willingness to work at least 20 hours weekly is required. Bilingual EN/ES is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• 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.
• 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 – interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability 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.
• Must reside in the United States.
• Bilingual English/Spanish communication is a plus

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Provide tax calculations and explanations of tax and technical terms in everyday language.
• Create high quality customer interactions and experiences with deep customer empathy and tax expertise.
• Document customer interactions and resolve inquiries following defined practices and policies.
• Work toward meeting company KPI metrics and participate in pilots and projects as needed.
• Complete required training and development including compliance and cross-training as determined by the business.

Skills

Tax prep

Customer service

Communication skills

Bilingual EN/ES

Tech proficiency

Job description

Intuit is seeking a remote Tax Professional to assist TurboTax customers with federal and state returns. You will provide tax guidance, do full-service preparation and signatures, and answer tax or software questions via video, chat, or calls.

Applicants should have 2+ years of tax prep experience, PTIN, and a hardwired internet connection meeting Intuit security standards. A willingness to work at least 20 hours weekly is required. Bilingual EN/ES is a plus.