Remote Tax Prep Specialist — Expert Guidance & Returns

Intuit, Inc.; Woodstock (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. seeks a motivated Tax Preparation Specialist to assist TurboTax customers remotely with tax returns, explanations, and product inquiries.

You will use video tools (Smartlook) to deliver high-quality service, provide tax advice, and ensure accurate, timely guidance across federal and state filings. Requirements include 2+ years of federal/state 1040 prep experience, PTIN, Circular 230 knowledge, and a minimum 20 hours/week availability.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation 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 able 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 inquiries
• - 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 and leverage government websites, professional resources, and team expertise 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.
• Complete all required training and development as determined by the business including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Tax preparation

Customer service

Communication skills

Technology proficiency

Bilingual (English/Spanish)

Remote work adaptability

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a motivated Tax Preparation Specialist to assist TurboTax customers remotely with tax returns, explanations, and product inquiries.

You will use video tools (Smartlook) to deliver high-quality service, provide tax advice, and ensure accurate, timely guidance across federal and state filings. Requirements include 2+ years of federal/state 1040 prep experience, PTIN, Circular 230 knowledge, and a minimum 20 hours/week availability.