Remote Tax Specialist: 1040 Expert & Virtual Support

Intuit, Inc.; Saint Paul (MN); Remote; USD 26,000 - 33,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax professional for a fully remote role to assist TurboTax customers with federal/state returns, tax guidance, and software inquiries. You will interact via video and audio tools, document interactions, and aim to meet KPI goals while leveraging extensive tax knowledge.

The position requires 2+ years of recent tax return experience, active PTIN, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus and a dedicated internet connection is required.

Qualifications

• 2+ years of federal/state 1040 tax return prep for 30+ clients per season using tax software.
• Must possess or obtain related state licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Familiarity with Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service and ability to interact via video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Handle product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and resolve inquiries using defined procedures.
• Work toward KPI metrics and Big Bet Goals; participate in pilots and validation projects.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Excellent communication

Bilingual English/Spanish

Video/audio customer interactions

Tech-savvy

Customer service

Critical thinking

Problem solving

Reliability

Tools

Smartlook

Job description

Intuit, Inc. seeks a tax professional for a fully remote role to assist TurboTax customers with federal/state returns, tax guidance, and software inquiries. You will interact via video and audio tools, document interactions, and aim to meet KPI goals while leveraging extensive tax knowledge.

The position requires 2+ years of recent tax return experience, active PTIN, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus and a dedicated internet connection is required.