Remote Tax Advisor & Returns Specialist

Intuit, Inc.; Asheville (NC); A distancia; USD 26.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns, explaining tax terms, and delivering high-quality service via video tools.

The role requires 2+ years of recent tax prep experience for 30+ clients per season, active PTIN, state licenses, strong communication, and about 20 hours/week with training provided.

Formación

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain State licenses/certificates, permits, or bonds.
• Must have an active PTIN.
• Knowledge of Circular 230.
• Willingness to work ~20 hours/week.
• Proficient with technology and video/audio tools.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.

Responsabilidades

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in training and cross-training as required.

Conocimientos

Customer service

Verbal & written communication

Problem solving

Bilingual English/Spanish

Educación

Active PTIN

State licenses/certificates

Taxation certifications (optional)

Herramientas

Commercial tax preparation software

Descripción del empleo

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns, explaining tax terms, and delivering high-quality service via video tools.

The role requires 2+ years of recent tax prep experience for 30+ clients per season, active PTIN, state licenses, strong communication, and about 20 hours/week with training provided.