Remote Tax Advisor - Customer-Facing Tax Specialist

Intuit, Inc.; Walnut Creek (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use our video tools to interact with clients and explain tax concepts in everyday language to build confidence.

The ideal candidate has 2+ years preparing federal and state returns, holds PTIN, and can work at least 20 hours per week. Bilingual English/Spanish is a plus, and candidates must reside in the United States. Training and compliance courses are required.

Qualifications

• 2+ years of federal/state individual 1040 tax return prep for 30+ clients per season.
• Must hold or obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required for tax preparation work.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours/week.
• Proficient with technology and computer software.
• Strong customer service; professional video/audio interaction.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research ability.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection that meets security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and product questions.
• Explain tax terms in everyday language to build customer confidence.
• Leverage government sites and team resources to deliver correct answers.
• Apply procedures and policies to troubleshoot tax advice and prep inquiries.
• Document customer interactions for tracking and quality.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Bilingual (English/Spanish)

Video/remote interaction

Fast-paced work

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use our video tools to interact with clients and explain tax concepts in everyday language to build confidence.

The ideal candidate has 2+ years preparing federal and state returns, holds PTIN, and can work at least 20 hours per week. Bilingual English/Spanish is a plus, and candidates must reside in the United States. Training and compliance courses are required.