Remote Tax Advisor & Returns Specialist

Intuit, Inc.; Sioux City (IA); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a remote tax professional with tax preparation experience to assist TurboTax customers. You will guide clients through their returns, provide tax explanations, and ensure compliant, accurate filings using TurboTax software.

You will interact via video with customers, document interactions, and aim to meet KPI targets while participating in training. A PTIN and state licenses are required or obtainable where applicable.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds as required.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and able to use video/audio tools professionally.
• English and Spanish communication skills are a plus.

Responsibilities

• Interact with customers virtually using video software.
• Provide tax advice and full service return preparation and signature.
• Answer product inquiries and perform tax calculations.
• Document customer interactions and maintain quality service.
• Meet KPI metrics and participate in training and validations.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Education

PTIN (Preparer Tax Identification Number)

Tools

TurboTax

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a remote tax professional with tax preparation experience to assist TurboTax customers. You will guide clients through their returns, provide tax explanations, and ensure compliant, accurate filings using TurboTax software.

You will interact via video with customers, document interactions, and aim to meet KPI targets while participating in training. A PTIN and state licenses are required or obtainable where applicable.