Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Portland (ME); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax preparation professional for a virtual, customer-facing role. You will assist TurboTax users with advice, return preparation, and product questions while delivering clear explanations and empathetic service. You’ll document interactions and strive to meet KPIs in a fast-paced, training-driven environment.

Requirements include 2+ years of 1040 experience, active PTIN, and ability to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state 1040 preparation for at least 30 clients per season
• Active PTIN and ability to obtain any required licenses
• Willingness to work a minimum of 20 hours per week
• Strong written and verbal communication, proficient with technology
• Knowledge of tax terminology and Circular 230

Responsibilities

• Virtual, customer-facing role using video software to interact with customers
• Provide tax advice, full service return preparation and signature, and product inquiries
• Document customer interactions and resolve inquiries per defined procedures
• Meet KPI metrics and participate in pilots and validations
• Complete required training and development as determined by the business

Skills

Tax preparation experience

Customer service excellence

Video/phone communication

PTIN possession or ability to obtain

Circular 230 knowledge

Willingness to work 20+ hours/week

Bilingual (English/Spanish) a plus

Tools

Smartlook

Job description

Intuit, Inc. seeks a tax preparation professional for a virtual, customer-facing role. You will assist TurboTax users with advice, return preparation, and product questions while delivering clear explanations and empathetic service. You’ll document interactions and strive to meet KPIs in a fast-paced, training-driven environment.

Requirements include 2+ years of 1040 experience, active PTIN, and ability to work at least 20 hours weekly from the United States. Bilingual English/Spanish is a plus.