Remote Tax Advisor: Expert Guidance & Prep

Intuit, Inc.; Corpus Christi (TX); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers using TurboTax products in a virtual role. You will provide expert tax guidance, prepare returns, and explain tax terminology while delivering excellent customer service.

The position requires 2+ years of tax return experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and applicants must reside in the United States.

Qualifications

• 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 be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• 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 a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions that build confidence through empathy and expertise in tax preparation.
• Use government sites and professional resources to find accurate answers in everyday language.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training programs as needed.
• Complete required training and professional development as determined by the business.

Skills

Customer service

Communication skills

Video tools

Tools

Smartlook

Intuit tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers using TurboTax products in a virtual role. You will provide expert tax guidance, prepare returns, and explain tax terminology while delivering excellent customer service.

The position requires 2+ years of tax return experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and applicants must reside in the United States.