Remote Tax Advisor — 1040 Expert (Virtual)

Intuit, Inc.; Winston-Salem (NC); Remote; USD 25,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely. You will guide customers through tax returns, provide explanations of tax terms, and perform full service return preparation with a strong focus on customer satisfaction.

The ideal candidate has 2+ years of federal/state return experience, an active PTIN, and proficiency with tax software. Remote work requires a dedicated internet connection and compliance training may be required.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return experience for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Experience with Circular 230 is a plus.

Responsibilities

• Interact with customers via video and audio tools in a professional, friendly manner.
• Provide tax advice and full service return preparation and signature.
• Explain tax terms and assist with tax calculations and product inquiries.
• Document customer interactions and maintain high-quality customer experiences.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely. You will guide customers through tax returns, provide explanations of tax terms, and perform full service return preparation with a strong focus on customer satisfaction.

The ideal candidate has 2+ years of federal/state return experience, an active PTIN, and proficiency with tax software. Remote work requires a dedicated internet connection and compliance training may be required.