Virtual Tax Associate — Expert 1040 Prep & Guidance

Intuit, Inc.; Sandy Springs (GA); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Bonus program

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through tax preparation and explanations of tax terms. You will provide expert advice, perform returns, and answer product questions via video interactions.

The role emphasizes clear communication, empathy, and adherence to policies, with training and development provided. 20+ hours weekly, remote from the United States, and potential bonuses and benefits.

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 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 with video/audio tools in a professional, friendly 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) 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 extensive tax knowledge.
• 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 all required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Teamwork

Digital literacy

Tools

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through tax preparation and explanations of tax terms. You will provide expert advice, perform returns, and answer product questions via video interactions.

The role emphasizes clear communication, empathy, and adherence to policies, with training and development provided. 20+ hours weekly, remote from the United States, and potential bonuses and benefits.