Remote Tax Advisor: Returns & Expert Guidance

Intuit, Inc.; Carlsbad (CA); A distancia; USD 30.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, handle product inquiries, and explain tax terms in plain language.

The role emphasizes strong communication, empathy, and customer satisfaction while working in a fast-paced virtual environment. Experience with tax software and licensing is required, and the position supports flexible remote work within the United States.

Formación

• 2+ years of 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.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video and audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsabilidades

• This is a virtual, customer-facing role; you will interact with customers using video communications software (Smartlook).
• Assist TurboTax customers working on tax returns or delegated returns with: tax advice, full-service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions with deep empathy and tax expertise.
• Use government sites and resources to find correct answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance and up-skilling.

Conocimientos

Tax preparation

Customer service

Video/remote assistance

Bilingual English/Spanish

Educación

PTIN (Preparer Tax Identification Number)

State tax preparer license

Herramientas

TurboTax

Smartlook

Microsoft Office

Descripción del empleo

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will provide expert tax guidance, prepare and sign returns, handle product inquiries, and explain tax terms in plain language.

The role emphasizes strong communication, empathy, and customer satisfaction while working in a fast-paced virtual environment. Experience with tax software and licensing is required, and the position supports flexible remote work within the United States.