Remote Tax Specialist: 1040 Expert & Customer Advisor

Intuit, Inc.; New York (NY); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through tax preparation, explain tax terms, and provide expert assistance.

You will handle tax advice, full service return preparation, product inquiries, and calculations, delivering confident and empathetic customer interactions. Applicants should have 2+ years of federal/state 1040 returns experience, active PTIN, and strong communication skills.

Qualifications

• 2+ years preparing federal and state 1040 tax returns for 30+ clients per season using tax software.
• Possess or obtain related state licenses/certificates/permits/bonds.
• Active PTIN.
• Circular 230 knowledge.
• Available to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving and research skills.
• Fast-paced work with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.

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 inquiries
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Tax preparation

Customer service

Communication

Critical thinking

Adaptability

Internet connection

Bilingual

Tech proficiency

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through tax preparation, explain tax terms, and provide expert assistance.

You will handle tax advice, full service return preparation, product inquiries, and calculations, delivering confident and empathetic customer interactions. Applicants should have 2+ years of federal/state 1040 returns experience, active PTIN, and strong communication skills.