Remote Tax Specialist — 1040 Expert

Intuit, Inc.; Madison (AL); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is seeking a motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role emphasizes expert guidance, accurate tax preparation, and clear explanations of tax terms to empower customers and strengthen the Intuit brand. You will work remotely, utilizing video interactions and our security standards to deliver high-quality service.

Qualifications

• 2 or more 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.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual (English/Spanish) communication skills a plus, 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 (Smartlook) 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 inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing to complete all required training and development.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. in the United States is seeking a motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role emphasizes expert guidance, accurate tax preparation, and clear explanations of tax terms to empower customers and strengthen the Intuit brand. You will work remotely, utilizing video interactions and our security standards to deliver high-quality service.