Remote Tax Advisor for 1040 Returns

Intuit, Inc.; South Bend (IN); À distance; USD 29 000 - 37 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role. You will guide customers through their taxes using TurboTax, offering tax advice and full service return preparation. Strong communication and a customer-first approach are essential.

Responsibilities include using Smartlook for video interactions, verifying tax details, and documenting conversations. Training and compliance requirements will be provided as part of ongoing professional development.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for 30+ clients per season.
• Active PTIN required or ability to obtain one.
• Willing to work minimum 20 hours per week.

Responsabilités

• Virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics and business goals.
• Complete required training and development as determined by the business.

Connaissances

Tax preparation

Customer service

Bilingual English/Spanish

Outils

Smartlook

Description du poste

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role. You will guide customers through their taxes using TurboTax, offering tax advice and full service return preparation. Strong communication and a customer-first approach are essential.

Responsibilities include using Smartlook for video interactions, verifying tax details, and documenting conversations. Training and compliance requirements will be provided as part of ongoing professional development.