Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Newburyport (MA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers using TurboTax products. You will provide tax guidance, prepare and sign returns, and explain tax concepts to customers.

A strong focus on customer empathy and accuracy will be essential to delight users and promote the TurboTax brand. The role requires 2+ years of federal/state 1040 experience, PTIN, and willingness to work at least 20 hours per week from the United States.

Qualifications

• 2+ years of federal and state 1040 tax returns experience for at least 30 clients per season.
• Must possess or be able to obtain any related state licenses or PTIN.
• Must reside in the United States and have a dedicated internet connection meeting security criteria.
• Experience with TurboTax products and tax software is preferred.

Responsibilities

• This is a virtual, customer-facing role; you will use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Create high quality customer interactions and document them in the system.
• Meet KPIs and participate in training, projects, and experience validations.

Skills

Tax preparation experience

Customer service skills

Bilingual English/Spanish (plus)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers using TurboTax products. You will provide tax guidance, prepare and sign returns, and explain tax concepts to customers.

A strong focus on customer empathy and accuracy will be essential to delight users and promote the TurboTax brand. The role requires 2+ years of federal/state 1040 experience, PTIN, and willingness to work at least 20 hours per week from the United States.