Remote Tax Advisor — 1040 Expert (Virtual)

Intuit, Inc.; Newton (MA); Remoto; USD 31.000 - 39.000; Tempo pieno

Descrizione del lavoro

Intuit, Inc. is seeking a motivated tax professional to support TurboTax customers remotely. You will guide clients through federal and state 1040 returns, provide tax explanations, and assist with product questions via video interactions.

The role emphasizes accuracy, customer empathy, and compliance with Circular 230 while achieving performance KPIs. Requirements include 2+ years of tax prep experience, active PTIN, state licenses, and the ability to work at least 20 hours/week.

Competenze

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season
• Active PTIN (Preparer Tax Identification Number) or ability to obtain
• State licenses, certificates, permits, or bonds as required
• Knowledge of Circular 230
• Willing to work minimum 20 hours per week
• Proficient with technology and computer operations
• Strong customer service, communication, and interpersonal skills
• Ability to work remotely using video/audio tools in a professional manner
• Must reside in the United States
• Bilingual English/Spanish is a plus

Mansioni

• Interact with customers virtually using video communications software to provide tax guidance and support
• Assist with tax preparation, tax calculations, and product inquiries
• Document customer interactions and maintain case notes
• Meet KPI metrics and participate in pilots and training as required
• Comply with company policies and security requirements

Conoscenze

Tax preparation experience

Customer service

Verbal and written communication

Critical thinking

Problem solving

Ability to work in fast-paced env

Independent work

Bilingual English/Spanish (plus)

Strumenti

Smartlook

Descrizione del lavoro

Intuit, Inc. is seeking a motivated tax professional to support TurboTax customers remotely. You will guide clients through federal and state 1040 returns, provide tax explanations, and assist with product questions via video interactions.

The role emphasizes accuracy, customer empathy, and compliance with Circular 230 while achieving performance KPIs. Requirements include 2+ years of tax prep experience, active PTIN, state licenses, and the ability to work at least 20 hours/week.