Remote Tax Advisor — 1040 Returns & Customer Support

Intuit, Inc.; Fort Wayne (IN); À distance; USD 25 000 - 32 000; Plein temps

Résumé du poste

Intuit, Inc. seeks a tax professional for a virtual role focused on guiding customers through TurboTax returns. You will deliver tax advice, perform full service preparation, and support product inquiries while using video tools to communicate clearly.

Ideal candidates have multi-state 1040 experience, a PTIN, and strong technical skills. The role requires at least 20 hours weekly and residence in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you'll use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and use resources to deliver the right answer.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Connaissances

Tax preparation

Customer service

Video tools

Tech savviness

Bilingual English/Spanish

Attention to detail

Formation

PTIN credential

State tax license

Outils

Tax software

Description du poste

Intuit, Inc. seeks a tax professional for a virtual role focused on guiding customers through TurboTax returns. You will deliver tax advice, perform full service preparation, and support product inquiries while using video tools to communicate clearly.

Ideal candidates have multi-state 1040 experience, a PTIN, and strong technical skills. The role requires at least 20 hours weekly and residence in the United States.