Remote Tax Pro & Virtual Client Advisor

Intuit, Inc.; Sacramento (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is seeking an experienced tax professional to assist customers with TurboTax product tax preparation and explanations.

This remote, virtual role focuses on delivering accurate guidance and friendly service to help clients complete their returns. You will use state-of-the-art video software to interact with customers, perform full service return preparation, answer tax and software questions, and document interactions.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (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 – ability to interact with customers through video and audio tools in a professional, friendly manner.
• 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 a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences with deep customer empathy and expertise in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development including compliance trainings and cross-training; training requirements may change.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Video/remote communication tools

Education

State licenses/certificates/permits

PTIN

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. in the United States is seeking an experienced tax professional to assist customers with TurboTax product tax preparation and explanations.

This remote, virtual role focuses on delivering accurate guidance and friendly service to help clients complete their returns. You will use state-of-the-art video software to interact with customers, perform full service return preparation, answer tax and software questions, and document interactions.