Remote Tax Pro & Customer Support Specialist

Intuit, Inc.; Washington (District of Columbia); Remote; USD 29,000 - 37,000; Part time

Benefits offered by this job

Bonus potential

Equity rewards

Benefits

Job summary

Intuit is seeking a tax preparation specialist for a virtual, customer-facing role. You will assist TurboTax customers with tax returns, provide expert guidance on tax and product questions, and ensure clear explanations of complex terms.

You will work using Smartlook and other tools, maintain high-quality customer interactions, and meet performance KPIs, with training and development provided as needed.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills demonstrated via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving ability.
• Ability to work in fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) dedicated hardwired internet connection that meets Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Reference government sites and professional resources to deliver accurate answers in everyday language.
• Follow defined processes to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and Big Bet Goals, participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal and written communication

Tools

TurboTax

Smartlook

Job description

Intuit is seeking a tax preparation specialist for a virtual, customer-facing role. You will assist TurboTax customers with tax returns, provide expert guidance on tax and product questions, and ensure clear explanations of complex terms.

You will work using Smartlook and other tools, maintain high-quality customer interactions, and meet performance KPIs, with training and development provided as needed.