Remote Tax Advisor for 1040 Returns & Guidance

Intuit, Inc.; Longmont (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional experienced with TurboTax to assist customers with federal and state returns, provide expert guidance, and explain tax concepts clearly.

You will use state-of-the-art video tools to interact with clients, deliver accurate tax advice, and complete returns with confidence. You will leverage government resources and team expertise to resolve inquiries, follow policies, document conversations, and work toward KPI goals while participating in

Qualifications

• 2+ years of federal and state 1040 tax return experience for 30+ clients per season.
• Must possess or be able to obtain 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; solid computer skills.
• Strong customer service and professional communication in video/audio.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and utilize resources to deliver accurate answers.
• Meet company KPI metrics and participate in pilot testing and training as required.

Skills

Customer service

Communication

Problem solving

Critical thinking

Research skills

Bilingual English/Spanish

Technical proficiency

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional experienced with TurboTax to assist customers with federal and state returns, provide expert guidance, and explain tax concepts clearly.

You will use state-of-the-art video tools to interact with clients, deliver accurate tax advice, and complete returns with confidence. You will leverage government resources and team expertise to resolve inquiries, follow policies, document conversations, and work toward KPI goals while participating in