Remote Tax Prep Specialist – Virtual Support Pro

Intuit, Inc.

Kennesaw (GA)

Remote

USD 25,000 - 36,000

Part time

19 hours ago
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Job summary

Intuit, Inc. is seeking a motivated tax preparation professional for a remote, customer-facing role supporting TurboTax customers. You will provide tax guidance, full service return preparation, and product support via video and voice tools while maintaining high-quality interactions and compliance with policies.

Requirements include 2+ years of federal/state 1040 experience, active PTIN, and willingness to work at least 20 hours per week from a US residence. Bilingual English/Spanish is a plus.

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 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 – interact with customers through video/audio tools professionally.
  • Excellent verbal and written communication skills.
  • Critical thinking, problem solving, research skills.
  • Ability to work in a fast-paced environment with minimal supervision.
  • Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
  • Bilingual English/Spanish communication a plus.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role; you will use video communications software to interact with customers.
  • Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
  • Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
  • Utilize government websites, resources, and team expertise to deliver the right answer in everyday language.
  • Apply defined practices and company policies to troubleshoot tax advice and preparation inquiries.
  • Document customer interactions.
  • Meet company KPI metrics and Big Bet Goals.
  • Participate in pilot testing, projects, and experience validations as needed.
  • Complete required training and development as determined by the business.

Skills

Tax prep
Customer service
Bilingual EN/ES
Communication

Job description

Intuit, Inc. is seeking a motivated tax preparation professional for a remote, customer-facing role supporting TurboTax customers. You will provide tax guidance, full service return preparation, and product support via video and voice tools while maintaining high-quality interactions and compliance with policies.

Requirements include 2+ years of federal/state 1040 experience, active PTIN, and willingness to work at least 20 hours per week from a US residence. Bilingual English/Spanish is a plus.

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