Remote Tax Pro & Client Support Specialist

Intuit, Inc.

Kennesaw (GA)

Remote

USD 25,000 - 44,000

Full time

11 hours ago

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Job summary

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience for a virtual, customer-facing role. You will guide customers through tax returns using TurboTax products, providing expert explanations and ensuring a smooth experience.

Responsibilities include offering tax advice, full service return preparation, and responsive support via video and audio tools. A minimum of 20 hours per week is required; PTIN and knowledge of Circular 230 are essential, with bilingual

Qualifications

2+ years of federal and state 1040 tax return prep experience for at least 30 clients per season.
Must hold or be able to obtain PTIN.
Working knowledge of Circular 230.
Willingness to work a minimum of 20 hours per week.
Strong communication and customer service skills with ability to interact via video and audio tools.
Bilingual English/Spanish a plus.

Responsibilities

This is a virtual, customer-facing role; interact with customers using our video communications software.
Help TurboTax customers with tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
Create high quality customer interactions and experiences with deep empathy and expertise in tax preparation.
Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
Participate in training, pilot testing, projects, and experience validations.