Remote Tax Specialist - TurboTax Support

Intuit, Inc.; Charleston (SC); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax preparer with experience in federal and state returns to guide customers through TurboTax. You will use video tools to assist, explain tax terms, and deliver accurate, friendly service.

Applicants should have PTIN and relevant licenses, be US residents, willing to work at least 20 hours per week, and comfortable with fast-paced, remote support. Bilingual English/Spanish is a plus. Training and performance metrics emphasize accuracy and customer satisfaction.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) 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 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 knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Document customer interactions and work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete training and development as determined by the business, including compliance trainings and cross-training.

Job description

Intuit, Inc. is seeking a virtual tax preparer with experience in federal and state returns to guide customers through TurboTax. You will use video tools to assist, explain tax terms, and deliver accurate, friendly service.

Applicants should have PTIN and relevant licenses, be US residents, willing to work at least 20 hours per week, and comfortable with fast-paced, remote support. Bilingual English/Spanish is a plus. Training and performance metrics emphasize accuracy and customer satisfaction.