Remote Tax Advisor for Individual Returns & Guidance

Intuit, Inc.; Oakland (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a customer-focused tax professional to assist TurboTax users with federal and state returns online. You will provide expert tax guidance and clear explanations to help customers complete their taxes confidently.

Responsibilities include tax advice, full service return preparation, product inquiries, documenting interactions, meeting KPI targets, and delivering high-quality experiences via video communications from a wired home setup in the United States.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Active PTIN
• State licenses or permits as required
• Working knowledge of Circular 230
• Willing to work minimum 20 hours per week
• Proficient with technology and video tools
• Bilingual English/Spanish is a plus
• Must reside in the United States

Responsibilities

• Interact with customers through video and audio tools.
• Provide tax advice and full service return preparation.
• Document customer interactions.
• Meet KPI metrics and contribute to Big Bet goals.
• Complete required training and development as determined by the business.

Skills

Customer service

Tax preparation

Verbal communication

Written communication

Tech-savvy

Education

PTIN holder

State license/permit

Tools

TurboTax software

Video conferencing tools

Secure online platforms

Job description

Intuit, Inc. seeks a customer-focused tax professional to assist TurboTax users with federal and state returns online. You will provide expert tax guidance and clear explanations to help customers complete their taxes confidently.

Responsibilities include tax advice, full service return preparation, product inquiries, documenting interactions, meeting KPI targets, and delivering high-quality experiences via video communications from a wired home setup in the United States.