Remote Tax Specialist for 1040 Returns

Intuit, Inc.; Palos Heights (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax returns, offering expert guidance and explanations of tax concepts.

You will handle tax preparation, provide product support, and ensure accurate filings while delivering exceptional customer service. Responsibilities include conducting virtual interactions via Smartlook, resolving tax questions, documenting interactions, and meeting KPIs.

Qualifications

• 2+ years preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• 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 to work a minimum of 20 hours per week.
• Proficient with technology; strong computer/software skills.
• Strong customer service; professional, friendly, confident video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, 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 interact with customers via our video software (Smartlook).
• Help TurboTax customers with tax returns or delegated returns: tax advice, full service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions using deep empathy and expertise in tax preparation.
• Document customer interactions and utilizе company resources to deliver accurate answers.
• Meet company KPI metrics and Big Bet Goals; participate in pilots and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Federal/State returns

Verbal communication

Written communication

Bilingual English/Spanish

Customer service

Video/telecommunication tools

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax returns, offering expert guidance and explanations of tax concepts.

You will handle tax preparation, provide product support, and ensure accurate filings while delivering exceptional customer service. Responsibilities include conducting virtual interactions via Smartlook, resolving tax questions, documenting interactions, and meeting KPIs.