Remote Tax Advisor for TurboTax Returns

Intuit, Inc.

Waukesha (WI)

Remote

USD 26,000 - 39,000

Full time

5 hours ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Intuit, Inc. is seeking a tax-savvy, customer-focused professional to assist TurboTax users remotely. You will guide customers through tax preparation, provide explanations of tax terms, and resolve inquiries via video interactions using Smartlook.

Role requires at least 2 years of federal/state 1040 experience, active PTIN, and strong communication skills. Flexible, part-time hours with training and KPI-driven goals. Must reside in the United States.

Qualifications

2+ years preparing federal and state individual 1040 returns for at least 30 clients per season.
Active PTIN required.
Working knowledge of Circular 230.
Willing to work minimum 20 hours per week.
Proficient with technology and software.

Responsibilities

This is a virtual, customer-facing role using our video software to interact with customers.
Provide tax advice, full service return preparation and signature.
Handle product/software inquiries and tax calculations.
Create high-quality customer interactions and experiences with empathy.
Use government sites and resources to find the right answer in plain language.
Document customer interactions and meet KPI metrics.
Participate in pilot testing and training programs as needed.
Complete required training and professional development as determined by the business.