Virtual Tax Preparation Specialist

Intuit, Inc.; Indianapolis (IN); Remote; USD 25,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist customers remotely with tax preparation using TurboTax products. This virtual, customer-facing role uses Smartlook video communications to guide customers through federal and state returns with clarity and empathy.

Applicants should have 2+ years of tax preparation experience, possess a PTIN, and be able to work at least 20 hours per week. Bilingual English/Spanish is a plus; training and compliance programs will be provided.

Qualifications

• 2+ years of federal and state tax return preparation experience for at least 30 clients per season.
• Active PTIN or ability to obtain one.
• Willing to work minimum 20 hours per week.
• Willing to complete required training and compliance programs.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Utilize resources to deliver accurate tax guidance in everyday language.

Skills

Tax preparation experience

Customer service skills

Excellent verbal and written comms

Video communication tools

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist customers remotely with tax preparation using TurboTax products. This virtual, customer-facing role uses Smartlook video communications to guide customers through federal and state returns with clarity and empathy.

Applicants should have 2+ years of tax preparation experience, possess a PTIN, and be able to work at least 20 hours per week. Bilingual English/Spanish is a plus; training and compliance programs will be provided.