Virtual Tax Preparer & Client Guidance Expert

Intuit, Inc.; Traverse City (MI); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely during the tax season. You will advise, prepare, and review federal and state returns, explain tax concepts, and guide customers through the software with empathy and clarity.

The role requires at least 2 years of recent tax preparation experience, active PTIN, and the ability to work a minimum of 20 hours weekly. A dedicated home internet connection and English/Spanish bilingual skills are a plus.

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 PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

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 extensive knowledge in tax preparation.
• Utilize and leverage 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 customer tax advice and preparation inquiries.
• Document customer interactions
• Meet 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

Video calls

Communication

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a qualified tax professional to assist TurboTax customers remotely during the tax season. You will advise, prepare, and review federal and state returns, explain tax concepts, and guide customers through the software with empathy and clarity.

The role requires at least 2 years of recent tax preparation experience, active PTIN, and the ability to work a minimum of 20 hours weekly. A dedicated home internet connection and English/Spanish bilingual skills are a plus.