Remote Tax Specialist | Expert 1040 Prep & Support

Intuit, Inc.; Lake Elmo (MN); Remote; USD 26,000 - 34,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Remote work

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with their federal and state tax returns via TurboTax. The role is remote and focuses on providing expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will handle tax advice, full service return preparation, product inquiries, and calculations while maintaining strong customer service, meeting KPIs, and participating in training and development as required.

Qualifications

• 2+ years of recent experience preparing federal and state tax returns for at least 30 clients per season with commercial tax prep software.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax knowledge; document interactions.

Skills

Tax prep experience

Customer service

Video calls

Bilingual English/Spanish

Education

PTIN holder

State license/permits

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax professional to assist customers with their federal and state tax returns via TurboTax. The role is remote and focuses on providing expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will handle tax advice, full service return preparation, product inquiries, and calculations while maintaining strong customer service, meeting KPIs, and participating in training and development as required.