Remote Tax Advisor - 1040 Specialist (Client-Facing)

Intuit, Inc.; Sandy Springs (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns virtually, providing expert guidance and clear explanations of tax terms.

In this remote, customer-facing role, you will use video software to assist with tax advice, full-service preparation, and product inquiries, while maintaining strong KPI performance and adherence to policies. You must have 2+ years of 1040 experience, a valid PTIN, and be eligible to work in the United States;

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season.
• Must possess or be able to obtain any 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.

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 inquires; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of 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 including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Tax prep

Customer service

Video calls

Communication

Bilingual EN/ES

Education

PTIN

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their returns virtually, providing expert guidance and clear explanations of tax terms.

In this remote, customer-facing role, you will use video software to assist with tax advice, full-service preparation, and product inquiries, while maintaining strong KPI performance and adherence to policies. You must have 2+ years of 1040 experience, a valid PTIN, and be eligible to work in the United States;