Remote Tax Advisor and TurboTax Expert

Intuit, Inc.; Southfield (MI); Remote; USD 25,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to help TurboTax customers complete and review their tax returns with expert guidance and clear explanations.

You will support federal and state returns, tax calculations, and product inquiries, using video tools to engage customers. You must have 2+ years of tax preparation experience, an active PTIN, and be willing to work at least 20 hours per week; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses as needed.
• Willing to work minimum 20 hours per week.
• Strong customer service and communication skills; comfortable with video interactions.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Document customer interactions and use government sites and resources to deliver accurate answers.
• Meet KPI metrics and participate in trainings and pilots as required.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Bilingual English/Spanish

Tools

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to help TurboTax customers complete and review their tax returns with expert guidance and clear explanations.

You will support federal and state returns, tax calculations, and product inquiries, using video tools to engage customers. You must have 2+ years of tax preparation experience, an active PTIN, and be willing to work at least 20 hours per week; bilingual English/Spanish is a plus.