Remote Tax Specialist - TurboTax Expert & Virtual Returns

Intuit, Inc.; Bloomfield (CT); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual TurboTax support role. You will guide customers through tax questions, provide expert advice, and perform full-service return preparation when needed.

You will use Smartlook for video interactions, access government and official resources, and document every customer encounter while aiming to meet KPI targets. This position requires U.S. residency and a commitment to training and compliance.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able 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 via video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Able to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a 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 extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Written & verbal comms

Video/phone support

Bilingual EN/ES

Education

PTIN

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual TurboTax support role. You will guide customers through tax questions, provide expert advice, and perform full-service return preparation when needed.

You will use Smartlook for video interactions, access government and official resources, and document every customer encounter while aiming to meet KPI targets. This position requires U.S. residency and a commitment to training and compliance.