Virtual Tax Preparer & TurboTax Advisor

Intuit, Inc.; Newburyport (MA); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax users with tax preparation, guidance, and plain-language explanations of tax terms.

You will work with Smartlook video tools to assist customers, perform full-service returns, answer inquiries, and document interactions. This role requires at least 2+ years of experience, a PTIN, and the ability to work a minimum of 20 hours per week from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess an active PTIN and be able to obtain related State licenses/certificates.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Help TurboTax customers with tax advice, full service return preparation and signatures, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Utilize government websites and professional resources to deliver accurate answers in everyday language.
• Apply defined procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions and maintain case notes.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot tests and training as needed.
• Complete all required training and professional development as determined by the business.

Skills

Customer service

Verbal and written communication

Problem solving

Attention to detail

Fast-paced environment

Video/Audio tools

Bilingual English/Spanish

Education

PTIN

State licenses/certificates

Tools

Smartlook

Computer/software proficiency

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax users with tax preparation, guidance, and plain-language explanations of tax terms.

You will work with Smartlook video tools to assist customers, perform full-service returns, answer inquiries, and document interactions. This role requires at least 2+ years of experience, a PTIN, and the ability to work a minimum of 20 hours per week from the United States.