Remote Tax Pro & Return Specialist

Intuit, Inc.; Kissimmee (FL); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, guiding them through federal and state 1040 returns with expertise and clear explanations.

You will use state-of-the-art video tools to interact with clients, provide tax advice, and perform full-service return preparation. Responsibilities include educating customers, resolving inquiries, and documenting interactions, while adhering to policies and meeting KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• 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 to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video/audio tools professionally.
• Excellent verbal and written communication skills.

Responsibilities

• This is a virtual, customer-facing role; you will be using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences using deep customer empathy and tax knowledge.
• Leverage government websites and professional resources to deliver accurate answers in everyday language.
• Follow defined practices and company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required training.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Excellent communication

Video/teleconferencing

Technology proficiency

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, guiding them through federal and state 1040 returns with expertise and clear explanations.

You will use state-of-the-art video tools to interact with clients, provide tax advice, and perform full-service return preparation. Responsibilities include educating customers, resolving inquiries, and documenting interactions, while adhering to policies and meeting KPIs.