Remote Tax Advisor for Tax Prep Clients

Intuit, Inc.; Hackensack (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax expert to assist customers using TurboTax products in a virtual setting. You will provide tax guidance, perform full service return preparation, and explain tax concepts in everyday language while ensuring a high-quality customer experience.

You will interact via video, leverage resources to find correct answers, and complete training while meeting performance goals. This role requires US residency and a willingness to work at least 20 hours weekly.

Qualifications

• 2+ years of federal/state 1040 tax returns experience for 30+ clients per season.
• Active PTIN or ability to obtain one.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return prep and signature.
• Explain tax terms and guide customers through TurboTax products.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video communication

Technology proficiency

Job description

Intuit, Inc. seeks a tax expert to assist customers using TurboTax products in a virtual setting. You will provide tax guidance, perform full service return preparation, and explain tax concepts in everyday language while ensuring a high-quality customer experience.

You will interact via video, leverage resources to find correct answers, and complete training while meeting performance goals. This role requires US residency and a willingness to work at least 20 hours weekly.