Virtual Tax Prep Specialist — 1040 Expert & Client Support

Intuit, Inc.; Chesterfield (MO); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role supporting TurboTax customers from home. You will guide clients through their tax returns, provide expert tax advice, and assist with full-service preparation and software inquiries.

The role requires experience with federal and state returns, strong communication skills, and the ability to work remotely up to 20 hours per week. Training and compliance requirements are part of the position.

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (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 and audio tools.
• 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 is 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 knowledge in tax preparation.
• 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 company 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

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role supporting TurboTax customers from home. You will guide clients through their tax returns, provide expert tax advice, and assist with full-service preparation and software inquiries.

The role requires experience with federal and state returns, strong communication skills, and the ability to work remotely up to 20 hours per week. Training and compliance requirements are part of the position.