Tax Associate — Virtual TurboTax Specialist

Intuit, Inc.; Wilmington (DE); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States seeks a tax-preparation specialist to guide customers through their TurboTax returns remotely, using video interactions.

You will provide tax advice, handle full-service preparation, and explain tax terms, while delivering confident customer experiences. Candidates should have 2+ years of federal/state 1040 prep, active PTIN, and strong communication; bilingual a plus; flexible 20+ hours weekly.

Qualifications

• 2+ years of federal/state 1040 tax return experience for 30+ clients per season.
• Active PTIN and ability to obtain licenses/permits.
• Active knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computers and software.
• Strong customer service and communication skills.
• Willing to complete required training and compliance courses.

Responsibilities

• Assist TurboTax customers via video interactions using Smartlook.
• Provide tax advice, full service return preparation and signature.
• Answer product/software questions and tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in pilot testing, projects and trainings as needed.

Skills

Customer service

Verbal & written communication

Attention to detail

Tech-savvy

Bilingual (EN/ES)

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. in the United States seeks a tax-preparation specialist to guide customers through their TurboTax returns remotely, using video interactions.

You will provide tax advice, handle full-service preparation, and explain tax terms, while delivering confident customer experiences. Candidates should have 2+ years of federal/state 1040 prep, active PTIN, and strong communication; bilingual a plus; flexible 20+ hours weekly.