Remote Tax Advisor & Client Support Pro

Intuit, Inc.; Washington (District of Columbia); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-focused agent to assist TurboTax customers with tax preparation and guidance via a virtual setting. You will use video tools to interact with customers, provide tax explanations, and support both simple and complex tax returns.

Candidates should have 2+ years of federal/state return experience, a valid PTIN, and the ability to work at least 20 hours per week from a remote US location. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Active PTIN and ability to obtain state licenses, certificates, permits, or bonds.
• Must reside in the United States and have reliable, hardwired internet meeting security criteria.

Responsibilities

• Work in a virtual, customer-facing role using Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Video communication

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-focused agent to assist TurboTax customers with tax preparation and guidance via a virtual setting. You will use video tools to interact with customers, provide tax explanations, and support both simple and complex tax returns.

Candidates should have 2+ years of federal/state return experience, a valid PTIN, and the ability to work at least 20 hours per week from a remote US location. Bilingual English/Spanish is a plus.