Remote Tax Specialist & Customer Advisor

Intuit, Inc.; Albany (GA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with federal and state returns using TurboTax. This virtual, customer-facing role requires strong communication skills and tax preparation experience.

You will guide customers through the return process, explain tax terms, and ensure accurate filings from your home office in the United States. Responsibilities include providing tax advice, completing returns, answering product questions, and documenting interactions.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using 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.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish is 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 (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 knowledge in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply defined practices and policies to resolve inquiries; document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals; participate in pilot projects as needed.
• Complete all required training and development as determined by the business.

Skills

Customer service

Communication skills

Tax software knowledge

Video/online interaction

Bilingual English/Spanish

Time management

Problem solving

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with federal and state returns using TurboTax. This virtual, customer-facing role requires strong communication skills and tax preparation experience.

You will guide customers through the return process, explain tax terms, and ensure accurate filings from your home office in the United States. Responsibilities include providing tax advice, completing returns, answering product questions, and documenting interactions.