Remote Tax Pro & Advisor (1040 Expert)

Intuit, Inc.; Chula Vista (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist customers with tax preparation and guidance using TurboTax products.

You will help customers complete federal and state returns, provide explanations of tax terminology, and resolve product questions with clear communication. You will interact using state-of-the-art video software, prioritize customer satisfaction, and adhere to company policies while meeting performance goals.

Qualifications

• 2+ years of federal and state individual tax return preparation experience.
• Strong customer service and communication skills.
• Ability to explain tax concepts clearly to customers.
• Willingness to complete required training and comply with policies.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Deliver high quality customer interactions with empathy and explain tax terms in everyday language.
• Document customer interactions and work toward KPI metrics and program goals.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist customers with tax preparation and guidance using TurboTax products.

You will help customers complete federal and state returns, provide explanations of tax terminology, and resolve product questions with clear communication. You will interact using state-of-the-art video software, prioritize customer satisfaction, and adhere to company policies while meeting performance goals.