Virtual Tax Specialist: Expert Returns & Guidance

Intuit, Inc.; Panama City (FL); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional with TurboTax experience to help customers complete their federal and state returns virtually.

You will guide customers through tax concepts, provide expert advice, perform full-service return preparation and e-signatures, and answer product questions using clear, everyday language. You will also document interactions, work toward KPI targets, participate in training, and may handle bilingual customer inquiries as a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 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.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software 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 expertise in tax preparation.
• Document customer interactions and work toward meeting company KPI metrics and Big Bet Goals.
• Must be willing to complete all required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Research skills

Tech-literate

Education

PTIN required

State licenses/certificates/bonds

Tools

Tax software

Job description

Intuit, Inc. seeks a tax professional with TurboTax experience to help customers complete their federal and state returns virtually.

You will guide customers through tax concepts, provide expert advice, perform full-service return preparation and e-signatures, and answer product questions using clear, everyday language. You will also document interactions, work toward KPI targets, participate in training, and may handle bilingual customer inquiries as a plus.