Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Palo Alto (CA); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit is seeking a tax-preparation professional for a fully remote, customer-facing role. You will guide customers through their TurboTax returns, provide tax advice, and perform full-service preparation with clear explanations in everyday language.

Requirements include 2+ years of federal/state 1040 experience, PTIN, and a hardwired connection. Knowledge of Circular 230 and strong communication skills are essential. Willingness to work 20+ hours weekly with a focus on customer delight.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills interacting via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with:
• Tax advice
• Full Service return preparation and signature
• Product/software inquiries
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Bilingual EN/ES

Tools

TurboTax

Smartlook

Commercial tax software

Job description

Intuit is seeking a tax-preparation professional for a fully remote, customer-facing role. You will guide customers through their TurboTax returns, provide tax advice, and perform full-service preparation with clear explanations in everyday language.

Requirements include 2+ years of federal/state 1040 experience, PTIN, and a hardwired connection. Knowledge of Circular 230 and strong communication skills are essential. Willingness to work 20+ hours weekly with a focus on customer delight.