Virtual Tax Pro — Expert Prep & Guidance

Intuit, Inc.; Mooresville (NC); Remote; USD 25,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience for a virtual, customer-facing role helping TurboTax customers complete their returns.

You will provide expert guidance, tax explanations, and full service return preparation while using advanced video tools to interact with customers from anywhere in the United States. The position requires a minimum of 20 hours per week, active PTIN, and knowledge of Circular 230.

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 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; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

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

Job description

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience for a virtual, customer-facing role helping TurboTax customers complete their returns.

You will provide expert guidance, tax explanations, and full service return preparation while using advanced video tools to interact with customers from anywhere in the United States. The position requires a minimum of 20 hours per week, active PTIN, and knowledge of Circular 230.