Remote Tax Pro & TurboTax Expert — Client Support

Intuit, Inc.; Newark (OH); Remote; USD 26,000 - 33,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax preparer with TurboTax experience to assist customers with federal and state returns, tax advice, and software questions. The role emphasizes clear communication, empathy, and accuracy in a fast-paced, remote setting.

Applicants must have 2+ years of recent 1040 experience, PTIN, state licenses or ability to obtain, and a dedicated hardwired internet connection meeting security criteria. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal/state 1040 preparation for at least 30 clients per season with tax software.
• State licenses, certificates, permits, or bonds required or obtainable.
• Active PTIN.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service, professional video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit Security criteria.
• English/Spanish bilingual a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions using empathy and expertise.
• Use government sites and resources to deliver accurate answers.
• Follow defined practices and policies to resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings.
• Complete required training and professional development as needed.

Skills

Tax preparation experience

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Problem solving

Technical proficiency

Work independently

Attention to detail

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax preparer with TurboTax experience to assist customers with federal and state returns, tax advice, and software questions. The role emphasizes clear communication, empathy, and accuracy in a fast-paced, remote setting.

Applicants must have 2+ years of recent 1040 experience, PTIN, state licenses or ability to obtain, and a dedicated hardwired internet connection meeting security criteria. Bilingual English/Spanish is a plus.