Remote Tax Advisor & Return Specialist

Intuit, Inc.; Caldwell (OH); A distancia; USD 26.000 - 33.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing role focused on guiding customers through tax preparation using TurboTax products. The role emphasizes clear communication, expert tax knowledge, and the ability to explain tax concepts in everyday language.

You will handle tax advice, full service return preparation and signature, and respond to product inquiries. The position requires a minimum of 20 hours per week and resides within the United States.

Formación

• Minimum 2+ years of federal and state 1040 tax return experience for at least 30 clients per season using tax prep software.
• Active PTIN and ability to obtain state licenses, permits, or bonds.
• Must be willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer and software knowledge.
• Bilingual English/Spanish is a plus.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, and respond to product/software inquiries.
• Explain tax concepts in everyday language and use government sites and resources to find answers.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Complete required training and professional development as determined by the business.

Conocimientos

Customer service

Verbal communication

Written communication

Problem solving

Tech literacy

Video tools

Bilingual (Eng/Spa)

Herramientas

TurboTax

Video conferencing

Descripción del empleo

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing role focused on guiding customers through tax preparation using TurboTax products. The role emphasizes clear communication, expert tax knowledge, and the ability to explain tax concepts in everyday language.

You will handle tax advice, full service return preparation and signature, and respond to product inquiries. The position requires a minimum of 20 hours per week and resides within the United States.