Remote Tax Pro & TurboTax Expert - Virtual Client Coach

Intuit, Inc.; Chesterfield (MO); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely in completing their returns using state-of-the-art video tools.

You will provide expert tax guidance, support full service return preparation, and explain tax terms clearly to empower customers. Ideal candidates have 2+ years of federal/state 1040 experience, an active PTIN, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation experience for at least 30 clients per season.

Responsibilities

• Assist TurboTax customers remotely via video communications to provide tax advice, full service return preparation and signature.
• Explain tax and technical terms in plain language, and document customer interactions.
• Follow procedures to troubleshoot tax inquiries and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Communication skills

Video/video chat tools

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely in completing their returns using state-of-the-art video tools.

You will provide expert tax guidance, support full service return preparation, and explain tax terms clearly to empower customers. Ideal candidates have 2+ years of federal/state 1040 experience, an active PTIN, and the ability to work at least 20 hours per week.