Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Louisville (KY); Remote; USD 22,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering excellent service and empowering customers to complete their returns. The position requires 2+ years of experience preparing 1040s, an active PTIN, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full service preparation and signature, and product/software inquiries.
• Document customer interactions and work toward achieving KPI metrics and project goals.
• Complete training and development as required by the business, including compliance and cross-training.

Skills

Tax prep

Customer service

Video tools

Attention to detail

Bilingual EN/ES

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role.

You will provide expert guidance, tax preparation, and explanations of tax terms, while delivering excellent service and empowering customers to complete their returns. The position requires 2+ years of experience preparing 1040s, an active PTIN, and the ability to work at least 20 hours per week.