Remote Tax Advisor: 1040 Expert & Customer Support

Intuit, Inc.; Peoria (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax preparation professional to assist TurboTax customers in completing federal and state returns. This virtual, customer-facing role uses advanced video tools to deliver tax advice and full-service return preparation with accuracy and empathy.

You will guide customers through tax terms, leverage resources, and adhere to compliance standards. The position requires 2+ years of experience, active PTIN, and the ability to work at least 20 hours per week

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• 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 customer service skills; ability to interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook video communications to interact with customers.
• 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 tax expertise.
• Use government resources and team expertise to provide correct answers in everyday language.
• Apply company policies to troubleshoot and resolve tax inquiries.
• Document customer interactions; meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

PTIN

Circular 230 knowledge

Tech-savvy

Education

PTIN required

Job description

Intuit, Inc. is seeking a highly motivated tax preparation professional to assist TurboTax customers in completing federal and state returns. This virtual, customer-facing role uses advanced video tools to deliver tax advice and full-service return preparation with accuracy and empathy.

You will guide customers through tax terms, leverage resources, and adhere to compliance standards. The position requires 2+ years of experience, active PTIN, and the ability to work at least 20 hours per week