Remote Tax Prep Specialist | Expert Returns

Intuit, Inc.; Gastonia (NC); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely in completing tax returns. This virtual, customer-facing role uses video tools to guide customers, explain terms, and deliver high-quality service.

The position requires 2+ years of federal/state 1040 prep, PTIN, and the ability to work at least 20 hours per week, with training and security requirements. Candidates with bilingual English/Spanish abilities are a plus, and a dedicated hardwired internet connection is

Qualifications

• 2+ years of recent 1040 tax return prep for 30+ clients per season using tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Available to work at least 20 hours/week.
• Proficient with technology and software.
• Strong customer service via video and audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem-solving skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• US residency required.

Responsibilities

• Virtual, customer-facing role using video communications software (Smartlook) to interact with customers.
• Provide tax advice and full service return preparation.
• Answer product/software questions.
• Perform tax calculations.
• Document customer interactions and resolutions.
• Create high quality customer interactions with empathy and expertise.
• Leverage government sites and resources to deliver accurate answers.
• Apply company policies to troubleshoot inquiries.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot tests and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Video interactions

Tech proficiency

Bilingual English/Spanish

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely in completing tax returns. This virtual, customer-facing role uses video tools to guide customers, explain terms, and deliver high-quality service.

The position requires 2+ years of federal/state 1040 prep, PTIN, and the ability to work at least 20 hours per week, with training and security requirements. Candidates with bilingual English/Spanish abilities are a plus, and a dedicated hardwired internet connection is