Remote Tax Advisor — Expert Prep & Guidance

Intuit, Inc.; Kansas City (MO); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance on tax preparation and explanations of tax terms, enhancing the customer experience and brand value. Responsibilities include using Smartlook for video interactions, delivering tax advice and full-service returns, and adhering to procedures.

Qualifications

• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Must possess or obtain related state licenses/certifications.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Minimum 20 hours per week.
• Proficient with technology and software.
• Strong customer service using video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Fast-paced environment with minimal supervision.
• Hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax customers with tax advice, full-service returns, and software questions.
• Provide clear explanations using everyday language and government resources.
• Follow procedures to troubleshoot and resolve tax questions and returns.
• Document customer interactions and work toward KPI targets.
• Complete required training and participate in pilots and validations.

Skills

Customer service

Tax knowledge

Video support

Bilingual English/Spanish

Attention to detail

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance on tax preparation and explanations of tax terms, enhancing the customer experience and brand value. Responsibilities include using Smartlook for video interactions, delivering tax advice and full-service returns, and adhering to procedures.