Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Newark (OH); Remote; USD 26,000 - 33,000; Full time

Job summary

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to help clients complete their returns accurately and confidently.

Responsibilities include virtual customer interactions using video tools, offering tax advice, full service return preparation and signature, documenting interactions, and working toward KPI targets while participating in training and process

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• Active PTIN and state licenses/certificates if required.
• Willing to work at least 20 hours per week; strong computer skills.

Responsibilities

• This is a virtual, customer-facing role using video to interact with customers.
• Provide tax advice and full service return preparation with signature.
• Document customer interactions and work toward KPIs and training requirements.

Skills

Tax preparation

Customer service

Communication

Video support

Tools

TurboTax software

Video conferencing software

Job description

Intuit is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will provide expert guidance, tax preparation, and explanations of tax and technical terms to help clients complete their returns accurately and confidently.

Responsibilities include virtual customer interactions using video tools, offering tax advice, full service return preparation and signature, documenting interactions, and working toward KPI targets while participating in training and process