Remote Tax Advisor & Prep Specialist

Intuit, Inc.

Shreveport (LA)

Remote

USD 29,000 - 39,000

Part time

13 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a motivated tax-preparation specialist to assist customers with federal and state returns via a virtual platform. You will guide clients through tax concepts, provide expert explanations, and perform full-service return preparation with signatures.

The role emphasizes strong communication, empathy, and the ability to work in a fast-paced environment. A dedicated internet connection and PTIN are required, with an openness to remote work across the United States.

Qualifications

  • 2+ years of federal and state 1040 tax return preparation for 30+ clients per season.
  • Active PTIN or ability to obtain one.
  • Willingness to work a minimum of 20 hours per week.
  • Working knowledge of Circular 230.
  • Must reside in the United States.
  • Experience with TurboTax or similar tax software.

Responsibilities

  • This is a virtual, customer-facing role using video communications to interact with customers.
  • Provide tax advice, full service return preparation and signature, and product inquiries.
  • Create high quality customer interactions and document them clearly.
  • Troubleshoot and resolve tax questions using defined procedures and government resources.
  • Meet KPIs and participate in pilots and training as needed.

Skills

Customer service
Tax knowledge
Communication
Problem solving
Bilingual (English/Spanish)
Fast-paced work
PTIN knowledge
Tech proficient

Tools

TurboTax Software
Smartlook

Job description

Intuit, Inc. is seeking a motivated tax-preparation specialist to assist customers with federal and state returns via a virtual platform. You will guide clients through tax concepts, provide expert explanations, and perform full-service return preparation with signatures.

The role emphasizes strong communication, empathy, and the ability to work in a fast-paced environment. A dedicated internet connection and PTIN are required, with an openness to remote work across the United States.

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