Remote Tax Advisor for TurboTax

Intuit, Inc.; Madison (AL); A distancia; USD 26.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role helping TurboTax users complete their returns and understand tax terms. You will provide expert guidance, ensure accuracy, and deliver exceptional service via video interactions.

Requirements include 2+ years of tax prep experience, PTIN, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus and TurboTax knowledge is preferred.

Formación

• At least 2 years of experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service and communications via video/audio tools.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• English/Spanish bilingual a plus.
• U.S. residency required.

Responsabilidades

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and handle product inquiries and tax calculations.
• Create high-quality customer interactions with empathy and deep tax knowledge to build confidence.
• Use government sites and professional resources to deliver accurate answers in everyday language.
• Apply documented practices and policies to troubleshoot tax advice and preparation questions.
• Document customer interactions clearly.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations as needed.
• Complete required training and development including compliance and proficiency-based up-skilling.

Conocimientos

Tax knowledge

Customer service

Video calls

Bilingual English/Spanish

Tech proficiency

Herramientas

TurboTax

Smartlook

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role helping TurboTax users complete their returns and understand tax terms. You will provide expert guidance, ensure accuracy, and deliver exceptional service via video interactions.

Requirements include 2+ years of tax prep experience, PTIN, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus and TurboTax knowledge is preferred.