Remote Tax Advisor & Prep Specialist

Intuit, Inc.

Louisville (KY)

Remote

USD 28,000 - 39,000

Part time

7 hours ago
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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to join our TurboTax help team. This virtual, customer-facing role requires strong tax knowledge, excellent communication, and the ability to explain tax terms in everyday language.

You will assist on federal and state returns, handle product inquiries, and document interactions while meeting KPIs. A minimum of 2 years of prep experience and an active PTIN are required; a dedicated home internet connection and at least 20 hours per week

Qualifications

  • 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
  • Must possess or be able to obtain related State licenses/certifications/bonds.
  • Must possess an active PTIN.
  • Working knowledge of Circular 230.

Responsibilities

  • This is a virtual, customer-facing role; using video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and product inquiries.
  • Explain tax concepts in everyday language and document customer interactions.
  • Meet company KPI metrics and participate in pilot tests and trainings as required.
  • Willing to complete training and development, including compliance and cross-training.

Skills

Tax preparation
Customer service
Video/telecon tools
Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to join our TurboTax help team. This virtual, customer-facing role requires strong tax knowledge, excellent communication, and the ability to explain tax terms in everyday language.

You will assist on federal and state returns, handle product inquiries, and document interactions while meeting KPIs. A minimum of 2 years of prep experience and an active PTIN are required; a dedicated home internet connection and at least 20 hours per week

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