Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Lake Elmo (MN); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers remotely with tax preparation and explanations of tax terms. You will guide customers through their returns, ensuring accuracy and confidence in the use of TurboTax products.

The role emphasizes high-quality customer interactions via video and audio tools, compliance with tax rules, and collaboration with teams to resolve inquiries. Training, KPI achievement, and pilot projects are part of the responsibilities.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools.
• Excellent verbal and written communication skills.
• Must reside in the United States.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via video and audio tools.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in training and pilots.
• Use government sites and resources to deliver correct answers.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Bilingual (English/Spanish)

Adaptability

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers remotely with tax preparation and explanations of tax terms. You will guide customers through their returns, ensuring accuracy and confidence in the use of TurboTax products.

The role emphasizes high-quality customer interactions via video and audio tools, compliance with tax rules, and collaboration with teams to resolve inquiries. Training, KPI achievement, and pilot projects are part of the responsibilities.