Remote Tax Pro & Client Guidance Specialist

Intuit, Inc.; Wilmington (DE); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax expert for a virtual, customer-facing role to help TurboTax customers complete their returns with expert guidance and clear explanations of tax terms.

You will interact via video, provide tax advice, and perform full service return preparation when delegated. You will use Smartlook for video interactions, reference government resources, and document every customer interaction while meeting KPI metrics and participating in ongoing training and compliance programs.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain PTIN.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication.
• Willing to obtain a dedicated hardwired internet connection.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Explain tax terms in everyday language to customers.
• Document customer interactions and follow company policies.
• Meet KPI metrics and participate in pilot testing and training.

Skills

Tax preparation

PTIN

Circular 230

Bilingual English/Spanish

Video/phone support

Tech proficiency

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax expert for a virtual, customer-facing role to help TurboTax customers complete their returns with expert guidance and clear explanations of tax terms.

You will interact via video, provide tax advice, and perform full service return preparation when delegated. You will use Smartlook for video interactions, reference government resources, and document every customer interaction while meeting KPI metrics and participating in ongoing training and compliance programs.