Remote Tax Advisor: Expert 1040 Returns & Guidance

Intuit, Inc.; Fishers (IN); A distancia; USD 25.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a virtual Tax Preparer to support TurboTax customers from a remote location in the United States. You will guide clients through federal and state returns, provide explanations of tax terms, and deliver high quality service with strong empathy.

The role emphasizes accurate tax preparation, calm communication, and the ability to translate complex tax concepts into everyday language. Training and security requirements apply, with potential for bonus and benefits.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsabilidades

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot inquiries using defined company policies.
• Meet KPI metrics and participate in training and development as required.

Conocimientos

Tax preparation

Customer service

Verbal & written communication

Video interactions

Bilingual (English/Spanish)

PTIN knowledge

Technology literacy

Descripción del empleo

Intuit, Inc. is seeking a virtual Tax Preparer to support TurboTax customers from a remote location in the United States. You will guide clients through federal and state returns, provide explanations of tax terms, and deliver high quality service with strong empathy.

The role emphasizes accurate tax preparation, calm communication, and the ability to translate complex tax concepts into everyday language. Training and security requirements apply, with potential for bonus and benefits.