Remote Tax Advisor & Return Specialist

Intuit, Inc.; Lancaster (OH); A distancia; USD 26.000 - 33.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. seeks a motivated tax professional to assist customers remotely with tax preparation using TurboTax products. You will guide clients through 1040 returns, explain tax terms, and deliver high-quality service with strong communication.

The role supports virtual customer interactions, requires 20+ hours weekly, and may include training and compliance activities. Bilingual English/Spanish is a plus, and residency in the United States is required.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsabilidades

• Assist TurboTax customers via virtual video interactions to provide tax guidance and return preparation.
• Provide tax advice, answer product questions, and perform tax calculations.
• Document customer interactions and adhere to procedures and policies.
• Meet KPI metrics and participate in training and pilots as required.

Conocimientos

Customer service

Verbal communication

Written communication

Problem solving

Multitasking

Herramientas

Smartlook

Descripción del empleo

Intuit, Inc. seeks a motivated tax professional to assist customers remotely with tax preparation using TurboTax products. You will guide clients through 1040 returns, explain tax terms, and deliver high-quality service with strong communication.

The role supports virtual customer interactions, requires 20+ hours weekly, and may include training and compliance activities. Bilingual English/Spanish is a plus, and residency in the United States is required.