Remote Tax Advisor — 1040 Expert

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

Job summary

Intuit, Inc. seeks a motivated tax professional to assist customers via virtual channels with TurboTax. You will provide tax advice, complete returns, and explain tax concepts in everyday language while leveraging video tools.

Requirements include 2+ years of tax prep experience, active PTIN, and availability at least 20 hours per week. Candidates residing in the United States and bilingual (English/Spanish) are a plus. Training and compliance programs apply.

Qualifications

• 2+ years of recent federal and state individual 1040 tax returns experience for at least 30 clients per season using commercial software.
• Must possess or be able to obtain any related State licenses or permits or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service with video/audio tools.
• Excellent verbal and written communication.
• Able to work in a fast-paced environment with minimal supervision.
• Willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and deep tax knowledge.
• Use government and professional resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

PTIN

Video/phone communication

Communication skills

Reliable internet

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to assist customers via virtual channels with TurboTax. You will provide tax advice, complete returns, and explain tax concepts in everyday language while leveraging video tools.

Requirements include 2+ years of tax prep experience, active PTIN, and availability at least 20 hours per week. Candidates residing in the United States and bilingual (English/Spanish) are a plus. Training and compliance programs apply.