Remote Tax Pro—Expert Returns & Virtual Guidance

Intuit, Inc.; Birmingham (AL); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a motivat ed tax professional to assist customers with TurboTax, offering guidance, calculations, and full-service return support in a virtual setting. You will explain tax concepts clearly and use Sm ar tlook for video interactions.

The role emphasizes empathy, accuracy, and customer satisfaction. The ideal candidate has 2+ years of federal/state 1040 experience, a PTIN, and solid tech skills.

Qualifications

• 2+ years preparing federal and state 1040 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.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) 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 who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Must be willing to complete all required training and development as determined by the business.

Skills

Customer service

Communication

Tech-savvy

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivat ed tax professional to assist customers with TurboTax, offering guidance, calculations, and full-service return support in a virtual setting. You will explain tax concepts clearly and use Sm ar tlook for video interactions.

The role emphasizes empathy, accuracy, and customer satisfaction. The ideal candidate has 2+ years of federal/state 1040 experience, a PTIN, and solid tech skills.