Remote Tax Pro & Client Support Specialist

Jobtome; Englewood (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a virtual tax professional to guide customers through their returns using TurboTax products. You will provide expert tax advice, prepare and sign returns, answer product questions, and help customers understand tax terms in plain language.

The role requires 2+ years of filing 1040s, active PTIN, and at least 20 hours weekly availability. Bilingual English/Spanish is a plus, and applicants must reside in the United States.

Qualifications

• 2+ years of federal and state individual 1040 tax return 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 PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and resources to find accurate answers and explain them in everyday language.
• Follow defined procedures to troubleshoot and resolve inquiries.
• Document customer interactions and work toward KPI metrics and goals.
• Participate in pilot testing, projects, and training as needed.

Skills

Customer service

Communication skills

Tax knowledge

Problem solving

Bilingual (English/Spanish)

Tools

TurboTax software

Smartlook video software

General computer proficiency

Job description

Intuit is seeking a virtual tax professional to guide customers through their returns using TurboTax products. You will provide expert tax advice, prepare and sign returns, answer product questions, and help customers understand tax terms in plain language.

The role requires 2+ years of filing 1040s, active PTIN, and at least 20 hours weekly availability. Bilingual English/Spanish is a plus, and applicants must reside in the United States.