Remote Tax Preparer & Client Advisor

Intuit, Inc.; Greenwood (IN); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is hiring a virtual tax-prep specialist to assist TurboTax customers with federal and state returns, tax questions, and product support. This remote, customer-facing role leverages video tools to guide clients through their filings.

Candidates should have 2+ years of tax prep experience, PTIN, and solid tech skills; ability to work at least 20 hours per week from the United States; bilingual English/Spanish a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• 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 to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident 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 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 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 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.

Skills

Tax prep

Customer service

Communication

Bilingual

Remote work

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is hiring a virtual tax-prep specialist to assist TurboTax customers with federal and state returns, tax questions, and product support. This remote, customer-facing role leverages video tools to guide clients through their filings.

Candidates should have 2+ years of tax prep experience, PTIN, and solid tech skills; ability to work at least 20 hours per week from the United States; bilingual English/Spanish a plus.