Remote Tax Pro: 1040 Prep & Customer Guidance

Intuit, Inc.; Overland Park (KS); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms. This is a virtual, customer-facing role using Smartlook video tools.

You will deliver tax advice, full-service return preparation, and product inquiries, while documenting interactions and meeting performance KPIs. A strong background in individual 1040s and excellent communication are essential.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return prep experience for at least 30 clients per season.
• 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.
• 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.

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 knowledge and expertise in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in 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.
• Complete required training and development as determined by the business including compliance trainings and up-skilling.

Skills

Tax preparation

Customer service

Video interactions

Communication

Bilingual English/Spanish

Problem solving

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms. This is a virtual, customer-facing role using Smartlook video tools.

You will deliver tax advice, full-service return preparation, and product inquiries, while documenting interactions and meeting performance KPIs. A strong background in individual 1040s and excellent communication are essential.