Remote Tax Specialist & Client Advisor

Intuit, Inc.; Greer (SC); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a remote TurboTax support role. You will guide customers through tax returns, provide advice, and perform full service preparation via video communication tools.

Must reside in the United States and be available at least 20 hours per week with a secure hardwired internet connection. Responsibilities include explaining tax terms in plain language, documenting interactions, and working toward KPI targets while completing required trainings.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must possess or obtain 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.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role; interact with customers using video communications software.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions using empathy and tax expertise.
• Utilize government resources and team expertise to deliver correct answers in plain language.
• Apply defined procedures to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and validations as needed.
• Complete required training and compliance courses as needed.

Skills

Tax preparation experience

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a tax professional for a remote TurboTax support role. You will guide customers through tax returns, provide advice, and perform full service preparation via video communication tools.

Must reside in the United States and be available at least 20 hours per week with a secure hardwired internet connection. Responsibilities include explaining tax terms in plain language, documenting interactions, and working toward KPI targets while completing required trainings.