Remote Tax Advisor & Returns Expert

Intuit, Inc.; Stamford (CT); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional to work remotely with TurboTax customers. You will provide expert tax guidance, prepare returns, and resolve product questions via video communications.

The role requires 2+ years of federal/state return experience, active PTIN, and strong communication skills. A flexible schedule of at least 20 hours per week is available, with comprehensive training provided.

Qualifications

• 2+ years of tax return preparation for federal and state 1040s, 30+ clients per season, using commercial tax software.
• Must have or obtain state licenses, permits, certificates, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service skills using video/audio tools.
• Excellent verbal and written communication.
• Strong problem solving, research, and critical thinking.
• Able to work in fast-paced environment with minimal supervision.
• Have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video software.
• Assist TurboTax customers with tax returns, including tax advice, full service preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Leverage government and professional resources to provide correct answers in everyday language.
• Apply procedures and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Support KPIs and Big Bet Goals.
• Participate in pilot tests and trainings as required.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Video software

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional to work remotely with TurboTax customers. You will provide expert tax guidance, prepare returns, and resolve product questions via video communications.

The role requires 2+ years of federal/state return experience, active PTIN, and strong communication skills. A flexible schedule of at least 20 hours per week is available, with comprehensive training provided.