Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Muskegon (MI); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role to assist TurboTax customers with federal and state returns, provide tax guidance, and support product inquiries. The role requires recent tax preparation experience, a valid PTIN, and strong communication skills.

Bilingual English/Spanish is a plus, and a dedicated internet connection is required. Compensation is regionally based with a pay range per hour across multiple states, and includes performance

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and support for TurboTax customers.
• Perform full service tax return preparation and signing with customers.
• Explain tax terms and product information in everyday language.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation experience

PTIN

Circular 230 knowledge

Bilingual (English/Spanish)

State licenses / permits

Tech-savvy / video tools

Job description

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role to assist TurboTax customers with federal and state returns, provide tax guidance, and support product inquiries. The role requires recent tax preparation experience, a valid PTIN, and strong communication skills.

Bilingual English/Spanish is a plus, and a dedicated internet connection is required. Compensation is regionally based with a pay range per hour across multiple states, and includes performance