Remote Tax Advisor – 1040 Returns & Guidance

Intuit, Inc.; Chandler (AZ); A distancia; USD 29.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax preparer to assist TurboTax customers with federal and state returns via a virtual, customer-facing setup. You will provide expert guidance, tax calculations, and explanations of terms while delivering high-quality experiences that build trust.

Training, compliance, and ongoing development are part of the role, with a minimum of 20 hours per week. Qualified candidates will have 2+ years of recent 1040 preparation experience for a sizable client base,

Formación

• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Strong communication skills for video interactions.
• Ability to work in fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish is a plus.

Responsabilidades

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and troubleshoot according to policies.
• Meet KPI metrics and participate in training and pilot projects.

Conocimientos

Tax preparation

Customer service

Video conferencing

Bilingual English/Spanish

Educación

PTIN/Tax preparer license

Descripción del empleo

Intuit, Inc. is seeking a motivated tax preparer to assist TurboTax customers with federal and state returns via a virtual, customer-facing setup. You will provide expert guidance, tax calculations, and explanations of terms while delivering high-quality experiences that build trust.

Training, compliance, and ongoing development are part of the role, with a minimum of 20 hours per week. Qualified candidates will have 2+ years of recent 1040 preparation experience for a sizable client base,