Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Florida; Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit is seeking a tax professional to assist customers remotely in completing their federal and state returns using TurboTax software. You will explain tax terms, provide guidance, and deliver high-quality service through video interactions.

Applicants should have at least two years of tax prep experience, valid PTIN, and be able to work a minimum of 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

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

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art 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, and product inquiries.
• Create high quality customer interactions using deep customer empathy and expertise in tax preparation.
• Document customer interactions and work toward meeting KPI metrics and company goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

Smartlook

TurboTax

Job description

Intuit is seeking a tax professional to assist customers remotely in completing their federal and state returns using TurboTax software. You will explain tax terms, provide guidance, and deliver high-quality service through video interactions.

Applicants should have at least two years of tax prep experience, valid PTIN, and be able to work a minimum of 20 hours per week. Bilingual English/Spanish is a plus.