Remote Tax Pro & TurboTax Expert

Intuit, Inc.; Warrendale (Allegheny County); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-savvy professional to assist TurboTax customers with tax preparation and guidance in a virtual, customer-facing role.

You will use state-of-the-art video tools to help clients complete federal and state tax returns with accuracy and care. The ideal candidate has 2+ years of recent tax preparation experience, holds or can obtain a PTIN, and is comfortable working at least 20 hours weekly from a home environment.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax 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.
• Must be 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 to interact through video and audio tools professionally.
• 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 meeting Intuit Security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax expertise.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video/phone support

Communication skills

PTIN knowledge

Remote/virtual work

Education

State licenses/certificates

PTIN

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax-savvy professional to assist TurboTax customers with tax preparation and guidance in a virtual, customer-facing role.

You will use state-of-the-art video tools to help clients complete federal and state tax returns with accuracy and care. The ideal candidate has 2+ years of recent tax preparation experience, holds or can obtain a PTIN, and is comfortable working at least 20 hours weekly from a home environment.