Remote Tax Advisor: Expert Returns & Guidance

Intuit, Inc.; Little Rock (AR); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit is seeking a highly motivated tax professional for a virtual TurboTax role to guide customers through their returns with clear explanations and video tools. You will deliver accurate, compliant results and empower customers to complete their taxes.

Requirements include 2+ years of federal/state return experience, PTIN, state licenses, and a minimum of 20 hours per week. A dedicated hardwired Internet connection and English/Spanish bilingual skills are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available 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.
• 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 a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our state-of-the-art video communications software to provide tax guidance.
• 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 inquiries, and tax calculations.
• Create high-quality customer interactions and experiences that instill confidence using deep customer empathy and extensive tax knowledge.
• Document customer interactions and work to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Must be willing to complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

PTIN holder

Video calls

Bilingual English/Spanish

Strong internet/computer skills

Job description

Intuit is seeking a highly motivated tax professional for a virtual TurboTax role to guide customers through their returns with clear explanations and video tools. You will deliver accurate, compliant results and empower customers to complete their taxes.

Requirements include 2+ years of federal/state return experience, PTIN, state licenses, and a minimum of 20 hours per week. A dedicated hardwired Internet connection and English/Spanish bilingual skills are a plus.