Remote Tax Preparer & Client Support Expert

Intuit, Inc.; Annapolis (MD); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. seeks a part-time tax professional to assist TurboTax users remotely. You will provide expert tax guidance, prepare returns, and answer product questions via video communication tools.

The role requires passing training, maintaining PTIN, and meeting weekly customer service standards. The ideal candidate holds at least 2 years of federal/state return experience, is legally eligible to work in the United States, and can operate with a dedicated hardwired connection.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role interacting with customers via video communications software.
• Assist TurboTax customers with tax returns, including advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions using empathy and tax expertise.
• Use government sites and resources to deliver accurate answers in everyday language.
• Apply company policies to troubleshoot tax questions and preparations.
• Document customer interactions and contribute toward KPI metrics and goals.
• Participate in pilots, projects, and validations; complete required training and development.

Skills

Tax preparation experience

Video/phone communication

Communication skills

Technology proficiency

Tools

Tax preparation software

Job description

Intuit, Inc. seeks a part-time tax professional to assist TurboTax users remotely. You will provide expert tax guidance, prepare returns, and answer product questions via video communication tools.

The role requires passing training, maintaining PTIN, and meeting weekly customer service standards. The ideal candidate holds at least 2 years of federal/state return experience, is legally eligible to work in the United States, and can operate with a dedicated hardwired connection.