Virtual Tax Pro: Expert Prep & Customer Guidance

Intuit, Inc.; Pine Brook (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers in a fully remote, virtual role. You will provide expert tax guidance, perform full service returns, and answer product/inquiry questions using clear, everyday language.

Applicants should have 2+ years of federal/state 1040 experience, an active PTIN, and knowledge of Circular 230. Strong communication skills and a dedication to customer satisfaction are required, with at least 20 hours/week availability.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• 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.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) is 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 inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax expertise.
• Utilize government websites, professional resources, and team expertise to delivery the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development per business needs.

Skills

Tax preparation

Customer service

Verbal and written communication

Problem solving

Critical thinking

Video/Audio tools

Bilingual English/Spanish

Education

State licenses/permits

PTIN

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers in a fully remote, virtual role. You will provide expert tax guidance, perform full service returns, and answer product/inquiry questions using clear, everyday language.

Applicants should have 2+ years of federal/state 1040 experience, an active PTIN, and knowledge of Circular 230. Strong communication skills and a dedication to customer satisfaction are required, with at least 20 hours/week availability.