Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Salt Lake City (UT); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax professional for a fully remote, customer-facing role to help customers complete their taxes using TurboTax products. You will provide expert tax guidance, explanations of terms, and assist with returns via video interactions.

Responsibilities include delivering high-quality customer experiences, researching tax rules using government resources, and completing required trainings while meeting KPI targets in a fast-paced environment.

Qualifications

• Minimum 2 years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN and knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and work toward KPI metrics and training requirements.

Skills

Tax preparation

Customer service

Communication

Video conferencing

Bilingual English/Spanish

Education

Active PTIN

State licenses/certificates

Tools

Tax preparation software

Video conferencing software (Smartlook)

Job description

Intuit, Inc. seeks a tax professional for a fully remote, customer-facing role to help customers complete their taxes using TurboTax products. You will provide expert tax guidance, explanations of terms, and assist with returns via video interactions.

Responsibilities include delivering high-quality customer experiences, researching tax rules using government resources, and completing required trainings while meeting KPI targets in a fast-paced environment.