Remote Tax Advisor for TurboTax Help & Prep

Intuit, Inc.; Longmont (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. seeks a tax professional with TurboTax experience for a fully virtual, customer-facing role. You will help customers complete their taxes, explain tax and software terms, and contribute to powering prosperity through clear guidance and quality service.

Responsibilities include tax advice, full service return preparation and signature, product inquiries, documenting interactions, and meeting KPI metrics. 2+ years of 1040 prep, PTIN, and strong communication are required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

Customer service

Verbal and written communication

Critical thinking

Problem solving

Research skills

English/Spanish bilingual

Education

PTIN (Preparer Tax Identification Number)

State licenses or permits

Circular 230 knowledge

Tools

TurboTax

Video/telecommunication tools

Job description

Intuit, Inc. seeks a tax professional with TurboTax experience for a fully virtual, customer-facing role. You will help customers complete their taxes, explain tax and software terms, and contribute to powering prosperity through clear guidance and quality service.

Responsibilities include tax advice, full service return preparation and signature, product inquiries, documenting interactions, and meeting KPI metrics. 2+ years of 1040 prep, PTIN, and strong communication are required.