Remote Tax Advisor: 1040 Returns & Guidance

Intuit, Inc.; Carmel (IN); Remote; USD 29,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax-savvy, customer-focused agent to guide TurboTax users through federal and state returns in a fully remote role. You’ll provide expert tax advice, perform full service returns, and clearly explain terms using everyday language.

Strong communication and proficiency with tax software are required, with 2+ years of preparation experience and US residency. Your work will support customer success, meet quality KPIs, and may involve training on new tools and processes.

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.
• Must be willing and available 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 in a professional, friendly, and confident manner.
• 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 that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your extensive knowledge and expertise in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Communication skills

Problem solving

Education

PTIN/certifications

State licenses

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-savvy, customer-focused agent to guide TurboTax users through federal and state returns in a fully remote role. You’ll provide expert tax advice, perform full service returns, and clearly explain terms using everyday language.

Strong communication and proficiency with tax software are required, with 2+ years of preparation experience and US residency. Your work will support customer success, meet quality KPIs, and may involve training on new tools and processes.