Remote Tax Advisor - 1040 Expert & Customer Support

Intuit, Inc.; Charlotte (NC); À distance; USD 26 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. seeks a tax professional for a fully remote, virtual role focused on TurboTax products. You will guide customers through federal and state returns, provide tax explanations, and ensure accurate, compliant filings.

You will leverage official sources, maintain privacy, and meet quality metrics while delivering friendly, clear service. The position requires minimum 20 hours weekly and an active PTIN.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN and any related state licenses, certificates, or permits.
• Working knowledge of Circular 230.
• Must reside in the United States and be available to work at least 20 hours per week.
• Strong communication and customer service skills.

Responsabilités

• Interact with customers via video and audio tools to provide tax advice.
• Assist with full service tax preparation and signature.
• Explain tax terms in everyday language and document interactions.
• Meet defined KPIs and participate in training and pilots.

Connaissances

Tax preparation experience

Customer service

Bilingual (English/Spanish)

Outils

TurboTax

Description du poste

Intuit, Inc. seeks a tax professional for a fully remote, virtual role focused on TurboTax products. You will guide customers through federal and state returns, provide tax explanations, and ensure accurate, compliant filings.

You will leverage official sources, maintain privacy, and meet quality metrics while delivering friendly, clear service. The position requires minimum 20 hours weekly and an active PTIN.