Remote Tax Advisor

Intuit, Inc.; Montgomery (AL); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role focuses on providing expert guidance, tax preparation, and explanations of tax terms to empower customers and strengthen the Intuit brand. You will interact with customers via advanced video tools, deliver accurate tax advice, and perform full service return preparation while meeting KPI goals and participating in ongoing training and development.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; strong computer/software skills.
• Excellent verbal and written communication.

Responsibilities

• Work in a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Document customer interactions and troubleshoot tax inquiries.
• Meet KPI metrics and participate in pilots, trainings, and development programs.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products.

This virtual, customer-facing role focuses on providing expert guidance, tax preparation, and explanations of tax terms to empower customers and strengthen the Intuit brand. You will interact with customers via advanced video tools, deliver accurate tax advice, and perform full service return preparation while meeting KPI goals and participating in ongoing training and development.