Virtual Tax Specialist & Customer Advisor

Intuit, Inc.; Sarasota (FL); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. The position emphasizes expert knowledge and strong communication to empower customers to complete returns from home.

The ideal candidate has 2+ years of federal/state 1040 experience, holds a PTIN, and is comfortable with video interactions using Smartlook. Remote work requires a hardwired connection and US residency.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation using tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video/audio tools in a professional 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 a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep customer empathy and tax knowledge.
• Use government websites and resources to deliver the right answer in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required training.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Education

PTIN

State licenses/certificates

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. The position emphasizes expert knowledge and strong communication to empower customers to complete returns from home.

The ideal candidate has 2+ years of federal/state 1040 experience, holds a PTIN, and is comfortable with video interactions using Smartlook. Remote work requires a hardwired connection and US residency.