Remote Tax Preparer (1040 Expert) — Customer-Facing

Intuit, Inc.; Goodyear (AZ); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual role to guide customers through TurboTax return preparation, provide tax explanations, and ensure accurate filing.

You’ll use video tools to interact with clients, deliver clear guidance, and help with tax calculations and software inquiries from anywhere in the United States. The position requires 2+ years of federal/state 1040 experience, active PTIN, and strong communication skills.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• 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 (extensive) 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 continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Customer service

Video/Audio tools

Verbal communication

Written communication

Critical thinking

Problem solving

Bilingual (English/Spanish)

Technology proficient

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual role to guide customers through TurboTax return preparation, provide tax explanations, and ensure accurate filing.

You’ll use video tools to interact with clients, deliver clear guidance, and help with tax calculations and software inquiries from anywhere in the United States. The position requires 2+ years of federal/state 1040 experience, active PTIN, and strong communication skills.