Remote Tax Advisor for TurboTax – Virtual Expertise

Intuit, Inc.; Sarasota (FL); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax preparation professional to assist TurboTax customers in a virtual role, delivering expert guidance, tax preparation, and clear explanations of terms, while upholding Intuit's commitment to empowering customers.

You will handle tax advice, full service return preparation, product inquiries, and keep customer interactions high quality through empathy and professional communication. Requires 2+ years of federal/state 1040 prep experience and PTIN.

Qualifications

• 2+ years of federal and state individual 1040 tax return prep experience for 30+ clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong customer service and communication skills.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Utilize government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in training, pilots, and development as required.

Skills

Tax preparation

Customer service

Video communication

PTIN

Bilingual (English/Spanish)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation professional to assist TurboTax customers in a virtual role, delivering expert guidance, tax preparation, and clear explanations of terms, while upholding Intuit's commitment to empowering customers.

You will handle tax advice, full service return preparation, product inquiries, and keep customer interactions high quality through empathy and professional communication. Requires 2+ years of federal/state 1040 prep experience and PTIN.