Virtual Tax Preparer & Advisor (1040 Expert)

Intuit, Inc.; Goodyear (AZ); Remote; USD 29,000 - 39,000; Part time

Benefits offered by this job

Health insurance

Job summary

Intuit, Inc. in the United States seeks a motivated tax professional to assist TurboTax customers in completing their returns from a fully remote setting.

You will guide clients through tax terms and provide expert explanations, using video tools to engage with customers and ensure accurate, friendly service. The ideal candidate has 2+ years of federal/state 1040 experience, a valid PTIN, and knowledge of Circular 230, with strong communication skills.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual English/Spanish a plus.

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 inquires, 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

Communication skills

Bilingual English/Spanish

Adaptability

Education

PTIN

State licenses/certificates

Circular 230 knowledge

Tools

Smartlook

Video/Audio tools

Job description

Intuit, Inc. in the United States seeks a motivated tax professional to assist TurboTax customers in completing their returns from a fully remote setting.

You will guide clients through tax terms and provide expert explanations, using video tools to engage with customers and ensure accurate, friendly service. The ideal candidate has 2+ years of federal/state 1040 experience, a valid PTIN, and knowledge of Circular 230, with strong communication skills.