Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Glendale (AZ); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms. You will guide customers through returns, answer product questions, and deliver clear, friendly support via video interactions.

Requires 2+ years of federal/state filing experience, active PTIN, and knowledge of Circular 230. Bilingual English/Spanish is a plus. You will work remotely from the United States and help maintain high customer satisfaction

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and assist with product inquiries.
• Document customer interactions and contribute to KPI metrics and big bet goals.
• Complete training and development as required by the business.

Skills

Tax preparation

Customer service

Video support

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and explanations of tax terms. You will guide customers through returns, answer product questions, and deliver clear, friendly support via video interactions.

Requires 2+ years of federal/state filing experience, active PTIN, and knowledge of Circular 230. Bilingual English/Spanish is a plus. You will work remotely from the United States and help maintain high customer satisfaction