Remote Tax Advisor & Prep Expert

Intuit, Inc.; Tempe (AZ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to guide customers through TurboTax returns, provide tax advice, and perform full service preparation. You will communicate via video tools and deliver accurate explanations in plain language while maintaining high service standards.

The role requires 2+ years of federal/state 1040 experience, active PTIN, and a willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus, and a hardwired internet connection is required.

Qualifications

• 2+ years of recent federal and state 1040 tax returns experience for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and extensive tax knowledge.
• Utilize government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company 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

Tax preparation

Customer service

Video communication

Verbal & written communication

Bilingual English/Spanish

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a virtual tax professional to guide customers through TurboTax returns, provide tax advice, and perform full service preparation. You will communicate via video tools and deliver accurate explanations in plain language while maintaining high service standards.

The role requires 2+ years of federal/state 1040 experience, active PTIN, and a willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus, and a hardwired internet connection is required.