Remote Tax Prep Specialist — Virtual Tax Help Expert

Intuit, Inc.; Cumming (GA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to guide TurboTax customers through federal and state returns in a virtual setting.

You will provide expert tax advice, perform full service return preparation, answer product questions, and document interactions while meeting KPIs. The role requires 2+ years of experience, active PTIN, state licenses, and the ability to work at least 20 hours weekly from a home setup.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation, using commercial tax preparation software.
• Possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing 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 via video/audio tools professionally.
• 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 meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Calculate taxes and explain tax terms in everyday language.
• Create high quality customer interactions and experiences with deep customer empathy and tax knowledge.
• Document customer interactions and apply company policies to resolve inquiries.
• Meet company KPI metrics and participate in pilots and validations as needed.
• Complete required training and development, including compliance and cross-training, as determined by the business.

Skills

Tax preparation

Customer service

Communication

Video conferencing

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to guide TurboTax customers through federal and state returns in a virtual setting.

You will provide expert tax advice, perform full service return preparation, answer product questions, and document interactions while meeting KPIs. The role requires 2+ years of experience, active PTIN, state licenses, and the ability to work at least 20 hours weekly from a home setup.