Remote Tax Prep Specialist (1040 Expert)

Intuit, Inc.; Menlo Park (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This is a virtual, customer-facing role where you will provide expert guidance, tax preparation, and explanations of tax terms to customers, while elevating the Intuit brand through delightful service. You will interact with customers via advanced video software, assist with tax return preparation and signature, answer product questions, and document interactions to meet

Qualifications

• 2+ years of 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.
• Must be 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 – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) 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 (Smartlook) 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 deep knowledge and expertise in the field of tax preparation.
• Utilize resources to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, 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.
• Must be willing and able to complete all required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Video conferencing

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products.

This is a virtual, customer-facing role where you will provide expert guidance, tax preparation, and explanations of tax terms to customers, while elevating the Intuit brand through delightful service. You will interact with customers via advanced video software, assist with tax return preparation and signature, answer product questions, and document interactions to meet