Remote Tax Advisor - Client-Focused Tax Prep

Intuit, Inc.; Broomfield (CO); Remote; USD 29.000 - 37.000; Teilzeit

Zusammenfassung

Intuit, Inc. seeks a tax-focused professional for a virtual customer-facing role assisting TurboTax users with tax returns and explanations. You will guide customers through tax concepts, provide full-service preparation support, and respond to inquiries using accessible language.

You must have 2+ years of federal/state return experience, a valid PTIN, and be willing to complete company training while meeting KPI goals. Remote work and nationwide availability are offered.

Qualifikationen

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Familiarity with Circular 230 and tax terminology; strong written/verbal skills.

Aufgaben

• Handle virtual, customer-facing tax support interactions via video and audio tools.
• Provide tax advice, full-service return preparation and signatures, and software guidance.
• Communicate complex tax concepts in everyday language with empathy.
• Document interactions and resolve inquiries following policy and KPI targets.
• Complete required training, testing, and cross-training as directed.

Kenntnisse

Tax preparation

Customer service

Bilingual EN/ES

Video/phone support

Jobbeschreibung

Intuit, Inc. seeks a tax-focused professional for a virtual customer-facing role assisting TurboTax users with tax returns and explanations. You will guide customers through tax concepts, provide full-service preparation support, and respond to inquiries using accessible language.

You must have 2+ years of federal/state return experience, a valid PTIN, and be willing to complete company training while meeting KPI goals. Remote work and nationwide availability are offered.