Remote Tax Preparer & Client Guidance Specialist

Intuit, Inc.; Needham (MA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanation of tax terms. You will guide clients through federal and state returns, leveraging our video tools to deliver clear, friendly support.

Ideal candidates have 2+ years of recent tax return experience, active PTIN, and the ability to work at least 20 hours weekly from a US residence. Training and compliance development are provided.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation 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.
• Must be 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 – 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 (written & spoken) 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 inquires
• 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

Tax preparation experience

Customer service

Bilingual English/Spanish

Video calls

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, advice, and explanation of tax terms. You will guide clients through federal and state returns, leveraging our video tools to deliver clear, friendly support.

Ideal candidates have 2+ years of recent tax return experience, active PTIN, and the ability to work at least 20 hours weekly from a US residence. Training and compliance development are provided.