Remote Tax Advisor - Client-Facing Tax Expert

Intuit, Inc.; Denver (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit is seeking a motivated tax-prep specialist to assist TurboTax customers remotely. You will guide them through federal and state returns, provide tax explanations, and perform full-service preparation and e-signature when needed.

Ideal candidates have 2+ years of 1040 experience, PTIN, and a solid grasp of tax software. A dedicated internet connection and strong communication skills are essential for success in this virtual role.

Qualifications

• Two or more years of federal and state 1040 tax return preparation experience for at least 30 clients per season.
• Must possess or be able to obtain PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Must reside in the United States.

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 with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax expertise.
• Document customer interactions and adhere to company policies and KPIs.

Skills

Tax return prep

Customer service

Software proficiency

Communication

Tools

Commercial tax software

Job description

Intuit is seeking a motivated tax-prep specialist to assist TurboTax customers remotely. You will guide them through federal and state returns, provide tax explanations, and perform full-service preparation and e-signature when needed.

Ideal candidates have 2+ years of 1040 experience, PTIN, and a solid grasp of tax software. A dedicated internet connection and strong communication skills are essential for success in this virtual role.