Remote Tax Advisor & Full-Service Returns

Intuit, Inc.; Aurora (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States seeks a highly motivated tax professional to guide TurboTax customers through federal and state returns remotely. You will provide expert tax preparation, explain tax terms in plain language, and help customers complete their taxes using TurboTax products.

This virtual, customer-facing role requires strong communication, empathy, and accuracy. You will perform tax advice, full-service returns, document interactions, follow policies, and participate in training

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Tax advice and full service return preparation and signature
• Product/software inquiries and tax calculations
• Create high quality customer interactions with empathy and expertise in tax preparation
• Document customer interactions and adhere to procedures and policies
• Meet KPI metrics and participate in pilots and training as required

Skills

Tax preparation

Customer service

Video/Audio tools

English/Spanish bilingual

Tools

PTIN system

Tax software

Job description

Intuit, Inc. in the United States seeks a highly motivated tax professional to guide TurboTax customers through federal and state returns remotely. You will provide expert tax preparation, explain tax terms in plain language, and help customers complete their taxes using TurboTax products.

This virtual, customer-facing role requires strong communication, empathy, and accuracy. You will perform tax advice, full-service returns, document interactions, follow policies, and participate in training