Virtual Tax Prep Pro & Advisor

Intuit, Inc.; Alexandria (VA); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Remote work

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role focused on guiding customers through TurboTax tax returns.

You will provide tax advice, perform full-service return preparation and signature, answer product inquiries, and perform tax calculations using our video platform (Smartlook). Responsibilities include delivering high-quality customer interactions with empathy, using government resources to provide clear explanations, adhering to procedures, documenting

Qualifications

• Two or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any 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 – 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 a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills 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 your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Tax preparation

Customer service

Video/phone communication

Regulatory compliance

Attention to detail

Bilingual (English/Spanish) optional

Education

Active PTIN

State licenses or ability to obtain

Circular 230 knowledge

Tools

Smartlook

Video communications tools

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role focused on guiding customers through TurboTax tax returns.

You will provide tax advice, perform full-service return preparation and signature, answer product inquiries, and perform tax calculations using our video platform (Smartlook). Responsibilities include delivering high-quality customer interactions with empathy, using government resources to provide clear explanations, adhering to procedures, documenting