Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Montgomery (AL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with expert tax guidance, return preparation, and explanations of tax concepts.

You will deliver accurate, friendly service remotely and help empower customers to complete their taxes confidently. Ideal candidates have 2+ years of federal/state 1040 experience, an active PTIN, knowledge of Circular 230, and availability for at least 20 hours per week.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Must possess or be able to obtain PTIN and any related state licenses.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Strong verbal and written communication skills.

Responsibilities

• This is a virtual, customer-facing role; use video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video support

Communication skills

Problem solving

Education

PTIN

State licenses/certificates

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with expert tax guidance, return preparation, and explanations of tax concepts.

You will deliver accurate, friendly service remotely and help empower customers to complete their taxes confidently. Ideal candidates have 2+ years of federal/state 1040 experience, an active PTIN, knowledge of Circular 230, and availability for at least 20 hours per week.