Remote Tax Pro: Expert Returns & Customer Support

Intuit, Inc.; Springfield (MO); Remote; USD 19,000 - 28,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, explain tax concepts, and deliver excellent service via video and chat tools. A strong grasp of tax software, great communication, and empathy are essential; bilingual English/Spanish is a plus.

The role is virtual, requires at least 20 hours per week, and you must reside in the United States. Training and ongoing development are provided.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax preparation software.
• Active PTIN and related state licenses.
• Familiarity with Circular 230.
• Willingness to work a minimum of 20 hours per week.

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.

Skills

Tax preparation

Customer service

Communication

Problem solving

Technical aptitude

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is seeking a motivated tax preparation specialist to assist TurboTax customers remotely. You will guide clients through federal and state returns, explain tax concepts, and deliver excellent service via video and chat tools. A strong grasp of tax software, great communication, and empathy are essential; bilingual English/Spanish is a plus.

The role is virtual, requires at least 20 hours per week, and you must reside in the United States. Training and ongoing development are provided.