Responsibilities
- Assist clients in finalizing their tax returns using TurboTax software solutions.
- Deliver expert tax guidance, prepare complete returns, perform calculations, and resolve software-related questions.
- Leverage official government portals, industry tools, and internal knowledge networks to find accurate solutions and explain them in clear, simple terms.
- Engage with taxpayers via advanced video conferencing platforms for real-time support.
- Maintain detailed records of all client communications and service activities.
Requirements
- Valid and active Preparer Tax Identification Number (PTIN).
- At least two years of professional experience preparing 30 or more federal and state individual Form 1040 returns.
- Proven background using commercial tax preparation software in a work setting.
Nice to Have
- Completion of Intuit Academy Level 1 certification, with at least one year of recent experience and 30+ paid tax returns.
- Strong commitment to guiding clients through complex tax situations with empathy and clarity.
- Demonstrated excellence in customer-facing service and problem resolution.
- Enthusiasm for connecting with customers using video and audio communication tools in a polished, approachable, and self-assured way.
Benefits
- 401(k) plan with company match
- Paid time off for illness
- Employer-provided errors and omissions (E&O) insurance
- Opportunity to purchase company stock through an employee stock purchase plan
- Confidential employee assistance program
- Discounts on company products
- Free access to TurboTax Live software
Work Arrangement
fully remote
Benefits
- 401(k) savings plan with Intuit matching
- Paid sick leave
- Intuit provided E&O insurance
- Employee stock purchase plan
- Employee assistance program
- Product discounts
- Free copy of TurboTax Live
Other
- Position is virtual and customer-facing
- Must reside in the United States
- Opportunity to earn supplemental income
- Role available for the upcoming tax season
