Remote Tax Pro & Client Returns Expert

Intuit, Inc.; New York (NY); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role handling TurboTax inquiries and tax return support. You will provide expert guidance, full-service return preparation, explanations of tax terms, and clear daily communication with customers.

The role requires 2+ years tax prep experience, PTIN, and US residency, with strong customer service and proficiency in tax software. Training and KPI goals apply.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation 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 available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• 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 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 extensive tax preparation knowledge.
• Utilize resources 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 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.

Skills

Tax preparation

Customer service

Bilingual

Problem solving

Verbal communication

Written communication

Fast-paced work

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role handling TurboTax inquiries and tax return support. You will provide expert guidance, full-service return preparation, explanations of tax terms, and clear daily communication with customers.

The role requires 2+ years tax prep experience, PTIN, and US residency, with strong customer service and proficiency in tax software. Training and KPI goals apply.