Remote Tax Advisor & 1040 Expert

Intuit, Inc.; Reading (Berks County); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and inquiries. You will deliver accurate, easy-to-understand explanations of tax concepts using video tools and a strong customer-focused approach.

The role emphasizes completing returns, providing support, and meeting KPI metrics while working remotely in the United States. Training and certifications may be required and encouraged.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if needed.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong verbal and written communication skills.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) 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 inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/remote communication

Attention to detail

Tools

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and inquiries. You will deliver accurate, easy-to-understand explanations of tax concepts using video tools and a strong customer-focused approach.

The role emphasizes completing returns, providing support, and meeting KPI metrics while working remotely in the United States. Training and certifications may be required and encouraged.