Remote Tax Advisor | 1040 Expert & Video Support

Jobtome

Anaheim (CA)

Remote

USD 31,000 - 39,000

Full time

8 days ago

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Benefits offered by this job

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Job summary

Intuit is seeking a detail-oriented tax professional for a virtual support role helping TurboTax customers complete federal and state returns. You will provide tax guidance, respond to product questions, and ensure accurate, compliant advice using our video tools.

You will work remotely in a flexible schedule, with training and performance goals, and opportunities to grow within a large, customer-focused team.

Qualifications

2+ years of experience preparing federal and state 1040 tax returns for 30+ clients per season.
Must have or be able to obtain any related state licenses, certificates, permits, or bonds.
Must possess an active PTIN.
Working knowledge of Circular 230.
Willingness to work a minimum of 20 hours per week.
Proficient with technology; solid knowledge of computer operations and software.
Strong customer service skills and ability to explain tax concepts clearly.

Responsibilities

This is a virtual, customer-facing role using video communications to interact with customers.
Provide tax advice, full service return preparation and signature, and product inquiries.
Explain tax terms and calculations in everyday language.
Document customer interactions and meet KPI metrics and Big Bet Goals.
Participate in training, pilots, and projects as required.