Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Asheville (NC); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with 2+ years of federal and state 1040 experience to assist customers with tax returns and guidance. You will use video tools to communicate, provide tax advice, and handle full service preparation and signature while meeting KPIs and completing required trainings.

Candidates should have PTIN, knowledge of Circular 230, and a wired internet connection. English/Spanish bilingual skills are a plus, and residency in the United States is required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service with video/audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem-solving abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have 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 using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions and resolve inquiries with empathy and expertise.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPI goals.
• Participate in pilot testing, projects, and training programs as required.
• Complete all required trainings and professional development.

Skills

Tax preparation

Customer service

Strong communication

Bilingual (English/Spanish)

PTIN knowledge

Job description

Intuit, Inc. is seeking a virtual tax professional with 2+ years of federal and state 1040 experience to assist customers with tax returns and guidance. You will use video tools to communicate, provide tax advice, and handle full service preparation and signature while meeting KPIs and completing required trainings.

Candidates should have PTIN, knowledge of Circular 230, and a wired internet connection. English/Spanish bilingual skills are a plus, and residency in the United States is required.