Virtual Tax Prep Specialist - 1040 Expert

Intuit, Inc.; Norwalk (CT); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert advice, and explain tax terms via video interactions using Smartlook.

The role emphasizes empathy, accuracy, and adherence to policies while delivering high-quality service. Ideal candidates have 2+ years of federal/state return experience, active PTIN, and strong communication skills.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must have or obtain State licenses/certificates/permits/bonds.
• Active PTIN.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology; solid computer operations knowledge.
• Strong customer service via video/audio tools in a professional 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.
• Dedicated hardwired internet connection meeting 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 expertise in tax preparation.
• Utilize government websites and resources to find the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions and meet 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

Video tools

Customer service

Communication skills

Critical thinking

Problem solving

Fast-paced

Internet connection

Bilingual

PTIN

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert advice, and explain tax terms via video interactions using Smartlook.

The role emphasizes empathy, accuracy, and adherence to policies while delivering high-quality service. Ideal candidates have 2+ years of federal/state return experience, active PTIN, and strong communication skills.