Remote Tax Specialist: Expert Prep & Guidance

Intuit, Inc.; Fishers (IN); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a tax professional for a virtual, customer-facing role focused on TurboTax guidance, tax preparation, and explanations of tax terms.

You will interact with customers via Smartlook and video tools, deliver high-quality experiences, and navigate tax resources to provide clear, practical answers. Responsibilities include tax advice, full-service return prep with signatures, and product inquiries, while meeting KPI targets and completing required training.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• 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.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish 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 your deep knowledge and expertise in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Must be willing to complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Adaptability

Tools

TurboTax software

Smartlook

Video conferencing tools

Job description

Intuit, Inc. seeks a tax professional for a virtual, customer-facing role focused on TurboTax guidance, tax preparation, and explanations of tax terms.

You will interact with customers via Smartlook and video tools, deliver high-quality experiences, and navigate tax resources to provide clear, practical answers. Responsibilities include tax advice, full-service return prep with signatures, and product inquiries, while meeting KPI targets and completing required training.