Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Salt Lake City (UT); A distancia; USD 28.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with federal and state returns, explain tax concepts, and guide them through the filing process. The role emphasizes accuracy, empathy, and clear communication to ensure customer success.

You will engage customers through video, provide tax advice and full service return preparation, and document interactions. A dedicated internet connection and US residency are required; bilingual English/Spanish

Formación

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain PTIN.
• Knowledge of Circular 230 applicable to tax professionals.
• Willing to work a minimum of 20 hours per week.
• Ability to communicate clearly in English; Spanish a plus.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers via video using our software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax knowledge.
• Document customer interactions and troubleshoot using defined procedures.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Bilingual English/Spanish

Tech proficiency

Herramientas

TurboTax software

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely with federal and state returns, explain tax concepts, and guide them through the filing process. The role emphasizes accuracy, empathy, and clear communication to ensure customer success.

You will engage customers through video, provide tax advice and full service return preparation, and document interactions. A dedicated internet connection and US residency are required; bilingual English/Spanish