Virtual Tax Return Specialist & Advisor

Intuit, Inc.; Muskegon (MI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, providing guidance, explanations of tax terms, and expert support as they prepare their returns.

You will interact via a secure video platform, deliver accurate tax advice, and collaborate with teams to resolve complex questions while maintaining a focus on customer satisfaction and brand experience. The role requires strong communication, reliability, and the ability to work at least 20 hours per week from a home

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation 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 extensive knowledge in tax preparation.
• Utilize 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
• Work toward meeting company 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 experience

Customer service

Communication skills

Video/remote support

Bilingual English/Spanish

Tools

Tax software (Intuit TurboTax)

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely, providing guidance, explanations of tax terms, and expert support as they prepare their returns.

You will interact via a secure video platform, deliver accurate tax advice, and collaborate with teams to resolve complex questions while maintaining a focus on customer satisfaction and brand experience. The role requires strong communication, reliability, and the ability to work at least 20 hours per week from a home