Remote Tax Prep Specialist & Client Advisor

Intuit, Inc.; Corpus Christi (TX); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a remote, customer-facing role helping TurboTax users complete their federal and state returns. You will provide tax guidance, perform full service return preparation, answer product questions, and explain tax terms in plain language.

You will work via video and audio, document interactions, meet KPI targets, participate in pilots and training, and may need state licenses and PTIN; bilingual English/Spanish a plus.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or obtain related State licenses/certificates/permits/bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service; professional video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking, problem solving, research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or obtain) a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role interacting with customers via Smartlook video communications software.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations for TurboTax customers.
• Create high-quality customer interactions with empathy and deep tax knowledge.
• Refer to government sites and professional resources to deliver accurate answers in plain language.
• Apply company policies to troubleshoot and resolve tax advice and prep inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and training as needed.

Skills

Tax preparation

Customer service

Communication

Video/Audio tools

Licensing

Bilingual English/Spanish

Smartlook

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a remote, customer-facing role helping TurboTax users complete their federal and state returns. You will provide tax guidance, perform full service return preparation, answer product questions, and explain tax terms in plain language.

You will work via video and audio, document interactions, meet KPI targets, participate in pilots and training, and may need state licenses and PTIN; bilingual English/Spanish a plus.