Remote Tax Advisor

Intuit, Inc.; Littleton (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns. You will provide expert tax guidance, prepare returns, and explain terms via video interactions using Smartlook.

Requirements include 2+ years of Federal/State 1040 experience with at least 30 clients per season, active PTIN, state licenses, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus.

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 software.
• Must possess or obtain State licenses, certificates, permits or bonds.
• Active PTIN required.
• Willing to work a minimum of 20 hours per week.
• Strong computer and technology proficiency.
• Excellent verbal and written communication skills.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document customer interactions.
• Meet KPIs and participate in training and development as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/remote support

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their returns. You will provide expert tax guidance, prepare returns, and explain terms via video interactions using Smartlook.

Requirements include 2+ years of Federal/State 1040 experience with at least 30 clients per season, active PTIN, state licenses, and ability to work at least 20 hours weekly. Bilingual English/Spanish is a plus.