Remote Tax Preparer & Customer Advisor

Intuit, Inc.; Henderson (NV); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, advice, and product inquiries. You will leverage video and audio tools to communicate clearly and resolve complex tax questions while meeting performance KPIs.

The role requires 2+ years of 1040 preparation, PTIN, and US residency. Strong tech skills and bilingual English/Spanish are a plus. Training and schedule flexibility are provided.

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able 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 professionally.
• 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 meeting 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 deep knowledge and expertise 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 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.

Skills

Tax preparation

Customer service

Video/Audio tools

Bilingual English/Spanish

PTIN knowledge

Technology proficiency

Tools

TurboTax software

Smartlook

Video conferencing

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, advice, and product inquiries. You will leverage video and audio tools to communicate clearly and resolve complex tax questions while meeting performance KPIs.

The role requires 2+ years of 1040 preparation, PTIN, and US residency. Strong tech skills and bilingual English/Spanish are a plus. Training and schedule flexibility are provided.