Remote Tax Pro & Prep Specialist

Intuit, Inc.; Stockton (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a tax preparation expert for a virtual, customer-facing role.

You will help TurboTax customers complete their taxes, provide explanations of tax terminology, and deliver accurate, friendly guidance via video interactions. You will assist with federal and state returns, tax calculations, and product inquiries while documenting interactions and striving to meet KPIs.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season using commercial software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• Virtual, customer-facing role; interacting with customers via video communications software (Smartlook).
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using empathy and deep tax knowledge.
• Leverage government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and abide by company policies to resolve inquiries.
• Work toward meeting KPIs and Big Bet Goals.
• Participate in pilots, projects, and experience validations as needed.
• Complete required training and development, including compliance and up-skilling.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. in the United States is seeking a tax preparation expert for a virtual, customer-facing role.

You will help TurboTax customers complete their taxes, provide explanations of tax terminology, and deliver accurate, friendly guidance via video interactions. You will assist with federal and state returns, tax calculations, and product inquiries while documenting interactions and striving to meet KPIs.