Remote Tax Specialist - Customer-Facing Guidance

Intuit, Inc.; Aurora (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Bonus & equity rewards

Job summary

Intuit, Inc. is seeking a tax preparation expert for a virtual customer-facing role to guide TurboTax customers through federal and state returns. You will provide tax advice, perform full service returns, and answer product questions using clear, everyday language.

The position requires at least 2 years of experience and active PTIN, with strong communication and problem-solving skills. A dedicated internet connection and willingness to train are expected.

Qualifications

• 2+ years of federal and state individual 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses/certificates/permits/bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via Smartlook video communications.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Use government resources and team knowledge to deliver correct answers in everyday language.
• Document customer interactions and meet KPI metrics and goals.
• Participate in training, pilot tests, and cross-training as needed.
• Ensure compliance training and professional development as required.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Problem solving

Video/online communication

Bilingual English/Spanish

Adaptability

Tools

Smartlook

TurboTax

Cirular 230 knowledge

Job description

Intuit, Inc. is seeking a tax preparation expert for a virtual customer-facing role to guide TurboTax customers through federal and state returns. You will provide tax advice, perform full service returns, and answer product questions using clear, everyday language.

The position requires at least 2 years of experience and active PTIN, with strong communication and problem-solving skills. A dedicated internet connection and willingness to train are expected.