Remote Tax Pro & Customer Support Specialist

Intuit, Inc.; Sunnyvale (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax users with federal and state returns through a virtual, customer-facing role. You’ll provide expert tax guidance, explain terms, and help with calculations, all while delivering a high-quality customer experience.

Ideal candidates have 2+ years of tax return preparation, a valid PTIN, state licenses, and the ability to work at least 20 hours per week. Strong communication and comfort with video tools are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns 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.
• 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 inquires; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise 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 tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.

Skills

Customer service

Communication

Critical thinking

Problem solving

Bilingual English/Spanish

Education

PTIN holder

State licenses

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax users with federal and state returns through a virtual, customer-facing role. You’ll provide expert tax guidance, explain terms, and help with calculations, all while delivering a high-quality customer experience.

Ideal candidates have 2+ years of tax return preparation, a valid PTIN, state licenses, and the ability to work at least 20 hours per week. Strong communication and comfort with video tools are a plus.