Remote Tax Preparer & Advisor (1040 Expert)

Intuit, Inc.; Sacramento (CA); Remote; USD 32,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will provide expert guidance, tax preparation, and explanations of tax terms, while delighting customers and empowering them to file accurately.

The role emphasizes excellent communication, adherence to compliance standards, and strong customer service in a fast-paced, remote environment.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Must 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 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—interacting with customers via video and audio tools in a professional 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 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 knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve customer inquiries.
• Document customer interactions
• Meet 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.

Job description

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting. You will provide expert guidance, tax preparation, and explanations of tax terms, while delighting customers and empowering them to file accurately.

The role emphasizes excellent communication, adherence to compliance standards, and strong customer service in a fast-paced, remote environment.