Remote Tax Advisor: Expert Tax Prep & Guidance

Intuit, Inc.; Rockford (IL); Remote; USD 32,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax preparation professional for a remote, virtual role focused on assisting TurboTax customers with federal and state returns.

You will provide expert tax guidance, perform full-service return preparation and signature, and address product inquiries using plain language and trusted resources. The role requires at least 2 years of recent federal/state tax prep experience, an active PTIN, and strong customer service and communication skills.

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 any related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service; professional, friendly, confident communication via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Leverage government sites and professional resources to deliver accurate answers in plain language.
• Follow defined practices and company policies to resolve tax questions and preparation inquiries.
• Document customer interactions and contribute toward KPI goals.
• Participate in pilot tests and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Problem solving

Bilingual

Reliable internet

Job description

Intuit, Inc. is seeking a highly motivated tax preparation professional for a remote, virtual role focused on assisting TurboTax customers with federal and state returns.

You will provide expert tax guidance, perform full-service return preparation and signature, and address product inquiries using plain language and trusted resources. The role requires at least 2 years of recent federal/state tax prep experience, an active PTIN, and strong customer service and communication skills.