Remote Tax Advisor (1040 Expert)

Intuit, Inc.; Lake Oswego (OR); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation and explanations of tax terms.

You will interact with customers through our video communications tools, provide expert guidance, and help ensure accurate returns. The position requires at least 2 years of federal/state returns experience, PTIN and state licenses, strong communication skills, and the ability to work a minimum of 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• Provide tax advice and full-service tax return preparation via virtual channel.
• Explain tax terms and guide customers through TurboTax.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation experience

Customer service skills

Communication skills

Technical proficiency

Education

PTIN

State licenses/certificates

Tools

Tax software (TurboTax)

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation and explanations of tax terms.

You will interact with customers through our video communications tools, provide expert guidance, and help ensure accurate returns. The position requires at least 2 years of federal/state returns experience, PTIN and state licenses, strong communication skills, and the ability to work a minimum of 20 hours per week.