Remote Tax Advisor - 1040 Expert

Intuit, Inc.; Shreveport (LA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a remote tax-preparation specialist with strong communication and customer-service skills to guide customers through TurboTax processes.

You will provide tax advice, assist with full-service return preparation and signatures, and answer product and software questions via video interactions. The role requires 2+ years of federal/state return experience, an active PTIN, and a hardwired internet connection meeting security criteria.

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 Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• 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 inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive tax knowledge.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations; complete required training and development.

Skills

Tax preparation

Customer service

PTIN holder

Bilingual English/Spanish

Video/phone communication

Tools

Smartlook

Job description

Intuit, Inc. is seeking a remote tax-preparation specialist with strong communication and customer-service skills to guide customers through TurboTax processes.

You will provide tax advice, assist with full-service return preparation and signatures, and answer product and software questions via video interactions. The role requires 2+ years of federal/state return experience, an active PTIN, and a hardwired internet connection meeting security criteria.