Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Alpharetta (GA); Remote; USD 28,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a virtual tax professional with tax preparation experience to guide customers through their returns using TurboTax.

You will help with tax advice, full service preparation and signature, and clear explanations of tax concepts via a video/customer interface. Candidates must have at least 2+ years of recent 1040 preparation for many clients, be eligible for state licenses and PTIN, and be available for 20+ hours weekly.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using Smartlook video software.
• Assist TurboTax customers with tax return preparation and signature, tax advice, and product inquiries.
• Provide clear explanations of tax terms in everyday language.
• Document customer interactions and work toward KPI metrics.
• Participate in training and cross-training on additional products as needed.

Skills

Tax preparation

Customer service

Verbal & written communication

Bilingual (English/Spanish)

Problem solving

Tools

TurboTax

Smartlook

Video conferencing

Job description

Intuit, Inc. in the United States is seeking a virtual tax professional with tax preparation experience to guide customers through their returns using TurboTax.

You will help with tax advice, full service preparation and signature, and clear explanations of tax concepts via a video/customer interface. Candidates must have at least 2+ years of recent 1040 preparation for many clients, be eligible for state licenses and PTIN, and be available for 20+ hours weekly.