Remote Tax Advisor for Individual Returns

Intuit, Inc.; Augusta (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking an experienced tax preparation professional for a remote, customer-facing role. You will guide customers through TurboTax, provide tax advice, and perform full-service return preparation with clear explanations of tax terms.

You will interact via video and audio tools, document interactions, and contribute to KPI goals while completing required training and compliance programs.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain any required licenses.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication skills.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Communication skills

Video/phone communication

Tech proficiency

Bilingual (English/Spanish)

Tools

Smartlook

Job description

Intuit, Inc. is seeking an experienced tax preparation professional for a remote, customer-facing role. You will guide customers through TurboTax, provide tax advice, and perform full-service return preparation with clear explanations of tax terms.

You will interact via video and audio tools, document interactions, and contribute to KPI goals while completing required training and compliance programs.