Virtual Tax Preparer - TurboTax Specialist (Remote)

Intuit, Inc.; Birmingham (MI); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a talented tax professional for a fully remote, virtual role helping customers complete their federal and state 1040 returns using TurboTax products.

You will provide tax guidance, perform full-service return preparation and handle software inquiries with clear, everyday language. You will leverage trusted government resources and our team to resolve inquiries, documenting interactions, and meeting KPI targets while training on new products and programs.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.

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 knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to seek out and 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
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Must be willing to complete all required training and development.

Skills

Customer service

Communication skills

Problem solving

Technical savvy

Bilingual (English/Spanish) a plus

Education

PTIN required

State licenses/certificates

Tools

Video/Audio tools (Smartlook)

Windows/PC proficiency

Job description

Intuit, Inc. is seeking a talented tax professional for a fully remote, virtual role helping customers complete their federal and state 1040 returns using TurboTax products.

You will provide tax guidance, perform full-service return preparation and handle software inquiries with clear, everyday language. You will leverage trusted government resources and our team to resolve inquiries, documenting interactions, and meeting KPI targets while training on new products and programs.