Remote Tax Pro & Client Guidance Specialist

Intuit, Inc.; Omaha (NE); Remote; USD 25,000 - 36,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns in a fully remote role. You will guide clients through tax filings, explain terms, and deliver accurate, friendly service using our video tools.

Applicants should have 2+ years of tax-prep experience, PTIN, and the ability to work at least 20 hours per week from a US location. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 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.
• 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.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions and experiences.
• Document customer interactions and meet KPIs.
• Participate in training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video chat

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns in a fully remote role. You will guide clients through tax filings, explain terms, and deliver accurate, friendly service using our video tools.

Applicants should have 2+ years of tax-prep experience, PTIN, and the ability to work at least 20 hours per week from a US location. Bilingual English/Spanish is a plus.