Remote Tax Pro: Expert Returns & Client Guidance

Intuit, Inc.; Champaign (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual role helping customers complete their taxes using TurboTax. You’ll provide expert guidance, tax preparation, and explain tax and technical terms while delighting customers and empowering them to file accurately.

Responsibilities include customer-facing video interactions, tax advice, full-service return preparation, and product inquiries. Training and compliance requirements apply; remote work with flexible hours up to 20+ hours

Qualifications

• 2+ years of tax return preparation experience for federal and state returns
• Must possess or obtain state licenses, certificates, permits, or bonds
• Must possess an active PTIN
• Working knowledge of Circular 230
• Willing to work minimum 20 hours per week
• Proficient with technology; solid knowledge of computer operations and software
• Strong customer service skills in video and audio interactions
• Excellent verbal and written communication skills
• Critical thinking, problem solving, and research abilities
• Ability to work in fast-paced environment with minimal supervision
• Must have a dedicated hardwired internet connection meeting Intuit security criteria
• Bilingual English/Spanish is a plus
• 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 with tax advice, full-service return preparation and signature
• Product/software inquiries and tax calculations
• Create high quality customer interactions and experiences using empathy and tax expertise
• Utilize government websites and professional resources to seek out and deliver the right answer
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries
• Document customer interactions
• Work toward meeting KPIs and Big Bet Goals
• Participate in pilot testing, projects, and experience validations as needed
• Complete required training and development as determined by the business

Skills

Customer service

Tax preparation

Communication skills

Video/Audio tools

Bilingual English/Spanish

Education

PTIN (Preparer Tax Identification Number)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual role helping customers complete their taxes using TurboTax. You’ll provide expert guidance, tax preparation, and explain tax and technical terms while delighting customers and empowering them to file accurately.

Responsibilities include customer-facing video interactions, tax advice, full-service return preparation, and product inquiries. Training and compliance requirements apply; remote work with flexible hours up to 20+ hours