Remote Tax Advisor for Personal Returns

Intuit, Inc.; Lexington (KY); Remote; USD 26,000 - 33,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax preparation specialist to assist customers using TurboTax products. You will guide customers through tax returns, provide expert explanations of tax terms, and ensure a positive customer experience.

Requirements include 2+ years of 1040 preparation, PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions and experiences with empathy and tax expertise.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and business goals.
• Participate in pilot testing and required trainings.

Skills

Tax preparation

Customer service

Communication

Tech literacy

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a virtual tax preparation specialist to assist customers using TurboTax products. You will guide customers through tax returns, provide expert explanations of tax terms, and ensure a positive customer experience.

Requirements include 2+ years of 1040 preparation, PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus; reside in the United States.