Remote Tax Advisor: Expert Prep & Client Support

Intuit, Inc.; White Bear Lake (MN); Remote; USD 26.000 - 33.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a virtual tax associate with tax preparation experience to assist customers using TurboTax products. You will guide taxpayers, provide explanations of terms, and deliver high-quality service to ensure confident tax completion.

The role emphasizes working remotely, with customer-facing video interactions, strict data handling, and adherence to compliance. 20+ hours weekly availability is required.

Qualifikationen

• Minimum 2 years of recent federal/state 1040 tax return preparation for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Working knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.

Aufgaben

• Provide tax advice, full service return preparation and signing.
• Explain tax and technical terms in everyday language.
• Interact with customers via video and audio tools.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in training and pilots.

Kenntnisse

Tax preparation experience

Customer service

Video/phone communication

Attention to detail

Strong communication

Tools

Tax software

Jobbeschreibung

Intuit, Inc. is seeking a virtual tax associate with tax preparation experience to assist customers using TurboTax products. You will guide taxpayers, provide explanations of terms, and deliver high-quality service to ensure confident tax completion.

The role emphasizes working remotely, with customer-facing video interactions, strict data handling, and adherence to compliance. 20+ hours weekly availability is required.