Remote Tax Specialist - Expert Guidance & Prep

Intuit, Inc.; Goodyear (AZ); Remote; USD 25,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their taxes remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms using everyday language, aiming to empower customers and strengthen the Intuit brand. You will work virtually, interacting with customers via our video communications tools, handle federal and state returns, offer tax advice, and document interactions while meeting performance metrics and completing

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Leverage government sites and resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Video interactions

Bilingual English/Spanish

Education

Active PTIN

State licenses/permits

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their taxes remotely.

You will provide expert guidance, tax preparation, and explanations of tax terms using everyday language, aiming to empower customers and strengthen the Intuit brand. You will work virtually, interacting with customers via our video communications tools, handle federal and state returns, offer tax advice, and document interactions while meeting performance metrics and completing