Remote Tax Specialist: Expert Returns & Virtual Guidance

Intuit, Inc.; St. Louis (MO); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns, explanations of tax terms, and expert guidance in a virtual, customer-facing environment.

You will use Smartlook and TurboTax software, require 2+ years of experience, PTIN, and strong communication skills. Must reside in the United States and be able to work at least 20 hours per week; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain 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 computers and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video software.
• Help TurboTax customers with tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Utilize government sites and resources to deliver the right answer in everyday language.
• Apply procedures and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and goals.
• Participate in pilot testing and experience validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Problem solving

Tech proficiency

Education

PTIN

Tools

TurboTax

Smartlook

Job description

Intuit is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns, explanations of tax terms, and expert guidance in a virtual, customer-facing environment.

You will use Smartlook and TurboTax software, require 2+ years of experience, PTIN, and strong communication skills. Must reside in the United States and be able to work at least 20 hours per week; bilingual English/Spanish is a plus.