Remote Tax Specialist: Expert Tax Return Support

Intuit, Inc.; Tallahassee (FL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit is seeking a tax professional for a virtual, customer-facing role helping customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will document interactions and meet KPI goals while completing required training. Candidates should have 2+ years of federal/state return experience, active PTIN, and strong communication skills.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology and 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, and software inquiries.
• Explain tax concepts in everyday language and document interactions.
• Apply company policies to troubleshoot tax questions and prepare returns.
• Work toward meeting KPI metrics and participate in pilot testing and projects.
• Complete required training and professional development.

Skills

Tax preparation experience

Excellent communication

Bilingual English/Spanish

Job description

Intuit is seeking a tax professional for a virtual, customer-facing role helping customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

You will document interactions and meet KPI goals while completing required training. Candidates should have 2+ years of federal/state return experience, active PTIN, and strong communication skills.