Remote Tax Advisor — Expert Guidance & Full Returns

Intuit, Inc.; Fall River (MA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a highly motivated tax professional to assist customers with TurboTax tax preparation via a virtual, customer-facing setup.

You will deliver tax advice, complete returns with signature, answer product questions, and perform tax calculations using our video-enabled tools. Join a fast-paced, customer-focused team and help customers understand tax terms while delivering confident, friendly service.

Qualifications

• 2+ years of federal and state 1040 tax returns prep for at least 30 clients per season.
• Possess or obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice
• Full Service return preparation and signature
• Product/software inquiries
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your deep (extensive) knowledge and expertise in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development.

Skills

Tax preparation

Customer service

Verbal & written communication

Problem solving

Bilingual English/Spanish

Education

PTIN

State licenses

Circular 230 knowledge

Tools

TurboTax software

Job description

Intuit, Inc. seeks a highly motivated tax professional to assist customers with TurboTax tax preparation via a virtual, customer-facing setup.

You will deliver tax advice, complete returns with signature, answer product questions, and perform tax calculations using our video-enabled tools. Join a fast-paced, customer-focused team and help customers understand tax terms while delivering confident, friendly service.