Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Tyler (TX); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns in a fully remote capacity. You will provide tax guidance, prepare and sign returns, answer product questions, and document interactions using our secure tools.

Strong communication skills, 2+ years of experience, and an active PTIN are required. Expect training and performance KPI tracking in a fast-paced, customer-focused environment.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries with defined practices and policies.
• Meet KPI metrics and participate in training and development programs.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Video interaction

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns in a fully remote capacity. You will provide tax guidance, prepare and sign returns, answer product questions, and document interactions using our secure tools.

Strong communication skills, 2+ years of experience, and an active PTIN are required. Expect training and performance KPI tracking in a fast-paced, customer-focused environment.