Remote Tax Specialist - Virtual TurboTax Expert

Intuit, Inc.; Fresno (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation and expert guidance. You will communicate results clearly, resolve questions, and explain tax terminology while upholding security standards.

This role requires 2+ years of federal/state return experience, PTIN, and ability to work at least 20 hours weekly from a hardwired home connection; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax-return prep for at least 30 clients per season using commercial software.
• Must possess or be able to obtain related state licenses/certificates/permits.
• Active PTIN required.
• Working knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service to interact with customers via video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have 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 use video communications software to interact with customers.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product/inquiry support, and tax calculations.
• Create high-quality interactions using empathy and tax knowledge.
• Use government sites and resources to provide accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax questions.
• Document customer interactions and maintain records.
• Support meeting KPI metrics and big bets goals.
• Participate in pilot tests and training as required.

Skills

Tax preparation experience

Customer service

Video/phone communication

Technical proficiency

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation and expert guidance. You will communicate results clearly, resolve questions, and explain tax terminology while upholding security standards.

This role requires 2+ years of federal/state return experience, PTIN, and ability to work at least 20 hours weekly from a hardwired home connection; bilingual English/Spanish is a plus.