Remote Tax Advisor & Full-Service Prep Expert

Intuit, Inc.; Nashua (NH); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. This virtual role emphasizes clear explanations, empathy, and expert guidance in tax preparation.

You will interact with customers via video tools, deliver accurate returns, and document interactions while meeting performance KPIs. You should have strong communication skills, tax prep experience, and be ready to complete required trainings.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service with video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Develop high quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and resources to find the right answer in everyday language.
• Apply company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions and progress.
• Work toward meeting KPI metrics and big bet goals.
• Participate in pilot projects and experience validations as needed.
• Complete required training and development, including compliance and up-skilling.

Skills

Tax preparation

Customer service

Video/phone tools

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. This virtual role emphasizes clear explanations, empathy, and expert guidance in tax preparation.

You will interact with customers via video tools, deliver accurate returns, and document interactions while meeting performance KPIs. You should have strong communication skills, tax prep experience, and be ready to complete required trainings.