Remote Tax Prep Specialist (1040 Expert)

Intuit, Inc.; Carmel (IN); Remote; USD 22,000 - 28,000; Part time

Benefits offered by this job

Bonus opportunities

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role helping TurboTax customers complete their returns with expert guidance and clear explanations. You will use video tools, prepare or review returns, answer product questions, and document interactions while meeting KPIs. A PTIN and state licenses, plus 20+ hours weekly availability, are required.

This position offers a competitive base pay across the US with bonus and benefits.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 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.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools.
• 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.
• Dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video communications software.
• Help TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Leverage government sites and resources to deliver accurate answers in everyday language.
• Apply procedures and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as needed.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Video/Audio tools

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role helping TurboTax customers complete their returns with expert guidance and clear explanations. You will use video tools, prepare or review returns, answer product questions, and document interactions while meeting KPIs. A PTIN and state licenses, plus 20+ hours weekly availability, are required.

This position offers a competitive base pay across the US with bonus and benefits.