Remote Tax Advisor | 1040 Specialist & Client Support

Intuit, Inc.; Waukesha (WI); A distancia; USD 26.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a tax‑preparation professional for a fully remote, customer‑facing role. You will assist customers in completing their federal and state returns, provide tax guidance, and explain complex tax terms using everyday language.

Qualified candidates have 2+ years of tax preparation experience, hold a PTIN, and can work at least 20 hours per week. A strong emphasis on customer service and clear communication is essential.

Formación

• 2+ years of federal/state individual 1040 tax returns experience.
• Must possess or obtain state licenses/certificates/permits.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours/week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation with signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and maintain quality experiences.
• Work toward meeting KPI metrics and participate in trainings and validations.

Conocimientos

Tax preparation

Customer service

Video communications

PTIN

Circular 230

State licenses

Bilingual English/Spanish

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a tax‑preparation professional for a fully remote, customer‑facing role. You will assist customers in completing their federal and state returns, provide tax guidance, and explain complex tax terms using everyday language.

Qualified candidates have 2+ years of tax preparation experience, hold a PTIN, and can work at least 20 hours per week. A strong emphasis on customer service and clear communication is essential.