Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Fort Wayne (IN); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax preparation specialist for a virtual, customer-facing role supporting TurboTax users from the United States. You will guide customers through tax returns, provide tax advice, and perform full-service return preparation and signatures.

The role requires 2+ years of 1040 experience, PTIN, knowledge of Circular 230, and ability to work 20+ hours weekly. Strong communication and video interaction skills are essential.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• 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 and software.
• Strong customer service skills interacting with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) 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 your extensive knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing to complete all required training and development.

Skills

Tax preparation

Customer service

Communication skills

Technology proficiency

Bilingual English/Spanish

Self-motivation

Problem solving

Video communications

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is seeking a motivated tax preparation specialist for a virtual, customer-facing role supporting TurboTax users from the United States. You will guide customers through tax returns, provide tax advice, and perform full-service return preparation and signatures.

The role requires 2+ years of 1040 experience, PTIN, knowledge of Circular 230, and ability to work 20+ hours weekly. Strong communication and video interaction skills are essential.