Remote Tax Pro & Client Support (Tax Prep Expert)

Intuit, Inc.; Livonia (MI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist customers with federal and state returns in a virtual, customer-facing role. You will provide tax guidance, perform full service returns, and answer product inquiries using clear, everyday language.

Strong communication and the ability to work with empathy are essential to deliver high-quality customer experiences. The role requires 2+ years of recent 1040 experience, an active PTIN, and the ability to work at least 20 hours per week

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns.
• Active PTIN required.
• State licenses/certificates/permits/bonds required or obtainable.
• Knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong verbal and written communication skills.
• Able to work in a fast-paced environment.

Responsibilities

• This is a virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service returns, and product inquiries.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in pilots when needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Video/phone support

Attention to detail

Bilingual

Job description

Intuit, Inc. is seeking a qualified tax professional to assist customers with federal and state returns in a virtual, customer-facing role. You will provide tax guidance, perform full service returns, and answer product inquiries using clear, everyday language.

Strong communication and the ability to work with empathy are essential to deliver high-quality customer experiences. The role requires 2+ years of recent 1040 experience, an active PTIN, and the ability to work at least 20 hours per week