Remote Tax Pro: Expert Returns & Customer Guidance

Intuit, Inc.; Newton (MA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit is seeking a motivated tax-preparation professional to help customers complete their taxes using TurboTax products. You will deliver expert guidance, prepare returns, and explain tax concepts in plain language, while upholding the Intuit brand by delighting customers.

This virtual role focuses on customer interactions via video and audio tools, compliance training, and meeting KPI targets. A US-resident with PTIN and state licenses is preferred.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Active PTIN required.
• Must reside in the United States.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as required.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Bilingual EN/ES

Tools

Smartlook

Job description

Intuit is seeking a motivated tax-preparation professional to help customers complete their taxes using TurboTax products. You will deliver expert guidance, prepare returns, and explain tax concepts in plain language, while upholding the Intuit brand by delighting customers.

This virtual role focuses on customer interactions via video and audio tools, compliance training, and meeting KPI targets. A US-resident with PTIN and state licenses is preferred.