Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; Towson (MD); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional with TurboTax experience for a virtual, customer-facing role.

You will guide customers through federal and state returns, provide tax advice, and support full-service preparation and signature with clear, everyday language. As part of the team, you will use our video communications tools to interact with customers, document interactions, and resolve inquiries while meeting KPI targets.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns 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 PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and ability to interact via video/audio tools professionally.
• 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 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 knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer to the customer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company 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

Communication

Bilingual English/Spanish

Education

PTIN

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional with TurboTax experience for a virtual, customer-facing role.

You will guide customers through federal and state returns, provide tax advice, and support full-service preparation and signature with clear, everyday language. As part of the team, you will use our video communications tools to interact with customers, document interactions, and resolve inquiries while meeting KPI targets.