Remote Tax Preparer & Client Experience Specialist

Intuit, Inc.; Kansas City (MO); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is hiring a remote tax professional to assist TurboTax customers with federal and state returns, provide tax guidance, and explain tax concepts in plain language. This is a virtual, customer-facing role using video tools to interact with clients.

The position requires at least 20 hours per week, PTIN, and relevant licenses, with training and performance KPIs. Bilingual English/Spanish is a plus, and candidates must reside in the United States.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must have or be able to obtain state licenses/certificates/bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills via video/audio tools.
• Excellent verbal and written communication.
• Strong problem-solving and research skills.
• Able to work in fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection per Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and professional resources to deliver accurate answers in everyday language.
• Apply defined practices and policies to troubleshoot tax-related inquiries and document interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and experience validations as needed.
• Complete required training and development, including compliance and cross-training as required.

Skills

Tax preparation

1040 returns

Bilingual (English/Spanish)

Video customer service

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is hiring a remote tax professional to assist TurboTax customers with federal and state returns, provide tax guidance, and explain tax concepts in plain language. This is a virtual, customer-facing role using video tools to interact with clients.

The position requires at least 20 hours per week, PTIN, and relevant licenses, with training and performance KPIs. Bilingual English/Spanish is a plus, and candidates must reside in the United States.