Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Palm Desert (CA); Remote; USD 32,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to guide customers through TurboTax tax preparation and explain tax terms. This virtual, customer-facing role uses video software to assist clients and provide tax advice, full-service returns, and product support.

You will document interactions and strive to meet KPI metrics while completing required trainings and ensuring high-quality customer service. A strong knowledge of tax rules and PTIN is essential.

Qualifications

• 2+ years of federal/state 1040 tax returns experience for 30+ clients per season using tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Strong customer service via video and audio tools.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection per security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually using our video software.
• Provide tax advice, full service returns, and product inquiries.
• Create high quality interactions with empathy and expertise.
• Research using government sites and resources to answer customers.
• Follow procedures to troubleshoot tax questions.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot tests and trainings as needed.
• Complete required training and development as determined by the business.

Skills

Tax return prep

Customer service

Communication

Tech proficiency

Bilingual (EN/ES)

Education

PTIN holder

State license

Circular 230 knowledge

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to guide customers through TurboTax tax preparation and explain tax terms. This virtual, customer-facing role uses video software to assist clients and provide tax advice, full-service returns, and product support.

You will document interactions and strive to meet KPI metrics while completing required trainings and ensuring high-quality customer service. A strong knowledge of tax rules and PTIN is essential.