Remote Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Shreveport (LA); Remote; USD 22,000 - 30,000; Part time

Benefits offered by this job

Virtual/remote role

Competitive compensation

Training provided

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a remote, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terms.

The position emphasizes empathy, accuracy, and clear communication in a fast-paced environment. Responsibilities include using video software to interact with customers, providing full-service return preparation, and documenting interactions.

Qualifications

• 2+ years of recent experience preparing federal and state 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 be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual (English/Spanish) communication skills a plus

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.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Customer service

Communication

Attention to detail

Tech savvy

Tools

TurboTax

Tax software

Video/communication tools

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a remote, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terms.

The position emphasizes empathy, accuracy, and clear communication in a fast-paced environment. Responsibilities include using video software to interact with customers, providing full-service return preparation, and documenting interactions.