Virtual Tax Prep Specialist & Client Support

Intuit, Inc.; Roswell (GA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Remote work

Job summary

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role to guide TurboTax customers through tax returns, provide explanations of tax terms, and deliver accurate support via our video tools.

Requirements include 2+ years of federal/state 1040 preparation for at least 30 clients per season, an active PTIN, willingness to work 20+ hours weekly, and residency in the United States; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software to assist with tax preparation and guidance.
• Provide tax advice, full service return preparation and signature, and respond to product/software inquiries.
• Document customer interactions and work toward KPIs and Big Bet Goals.

Job description

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role to guide TurboTax customers through tax returns, provide explanations of tax terms, and deliver accurate support via our video tools.

Requirements include 2+ years of federal/state 1040 preparation for at least 30 clients per season, an active PTIN, willingness to work 20+ hours weekly, and residency in the United States; bilingual English/Spanish is a plus.