Remote Tax Advisor & Customer Support Specialist

Intuit, Inc.; Jersey City (NJ); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax specialist to assist TurboTax customers remotely, providing expert guidance and accurate tax preparation.

This virtual, customer-facing role requires excellent communication, the ability to work at least 20 hours per week, and proficiency with federal and state returns using TurboTax.

Bilingual English/Spanish a plus; must reside in the United States; must have an active PTIN and any required state licenses or be able to obtain them.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Strong customer service skills with professional, friendly communication via video/audio tools.

Responsibilities

• This is a virtual, customer-facing role interfacing via Smartlook video communications.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve tax preparation inquiries.
• Meet KPI metrics and participate in pilot tests and trainings as required.

Skills

Tax preparation experience

Customer service

Excellent communication

Bilingual English/Spanish

Fast learner

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a highly motivated tax specialist to assist TurboTax customers remotely, providing expert guidance and accurate tax preparation.

This virtual, customer-facing role requires excellent communication, the ability to work at least 20 hours per week, and proficiency with federal and state returns using TurboTax.

Bilingual English/Spanish a plus; must reside in the United States; must have an active PTIN and any required state licenses or be able to obtain them.