Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Harrisburg (Dauphin County); À distance; USD 30 000 - 39 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely. In this virtual role, you will guide clients through federal and state returns, explain tax terms, and ensure accurate, compliant filings.

Qualifications include 2+ years of tax prep experience, active PTIN, ability to work 20+ hours weekly, and strong communication skills. Bilingual English/Spanish is a plus; must reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.

Responsabilités

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and tax expertise.
• Utilize government sites and professional resources to deliver the right answers in plain language.
• Follow defined practices to troubleshoot tax inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot tests and validations as needed.
• Complete required training and development as determined by the business.

Connaissances

Tax prep

Customer service

Communication skills

Video/phone tools

Description du poste

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely. In this virtual role, you will guide clients through federal and state returns, explain tax terms, and ensure accurate, compliant filings.

Qualifications include 2+ years of tax prep experience, active PTIN, ability to work 20+ hours weekly, and strong communication skills. Bilingual English/Spanish is a plus; must reside in the United States.