Remote Tax Specialist & TurboTax Advisor

Intuit, Inc.; Atlanta (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated virtual tax preparer to assist TurboTax customers with tax returns, explanations of tax terms, and expert guidance using our online tools. You will interact through video and audio interfaces to deliver accurate tax help and build customer trust.

This role requires 2+ years of tax prep experience, an active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• 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.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – able to interact through video and audio tools professionally.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Utilize government sites and resources to deliver accurate answers in plain language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions and work toward KPI metrics and goals.
• Participate in pilot testing, projects, and training as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video/telecommunication tools

Bilingual English/Spanish

PTIN

Tools

TurboTax software

Smartlook

Online portal navigation

Job description

Intuit, Inc. is seeking a highly motivated virtual tax preparer to assist TurboTax customers with tax returns, explanations of tax terms, and expert guidance using our online tools. You will interact through video and audio interfaces to deliver accurate tax help and build customer trust.

This role requires 2+ years of tax prep experience, an active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.