Remote Tax Advisor (1040 Specialist)

Jobtome; San Jose (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will use our video communications tool to interact with clients and deliver accurate returns.

Requirements include 2+ years of federal and state 1040 experience for at least 30 clients per season, a valid PTIN, and working knowledge of Circular 230. You must be able to work a minimum of 20 hours per week from the United States, with

Qualifications

• 2+ years of recent federal/state 1040 tax return preparation for at least 30 clients.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and explanations of tax terms.
• Document customer interactions and work toward meeting KPI metrics.
• Participate in training and development as required.

Skills

Tax preparation

Customer service

Video interactions

PTIN

Circular 230

Bilingual English/Spanish

Job description

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will use our video communications tool to interact with clients and deliver accurate returns.

Requirements include 2+ years of federal and state 1040 experience for at least 30 clients per season, a valid PTIN, and working knowledge of Circular 230. You must be able to work a minimum of 20 hours per week from the United States, with