Remote Tax Advisor – Tax Prep Specialist

Intuit, Inc.; Fayetteville (AR); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax filings. This virtual, customer-facing role uses video tools to provide expert tax guidance, explain terms, and help complete returns.

You will deliver accurate advice, prepare federal and state returns, and document interactions while meeting KPIs. Training and compliance requirements apply; residence in the United States is required.

Qualifications

• 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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must reside in the United States.
• Bilingual (English/Spanish) communication skills a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Must be willing to complete training and compliance requirements and cross-training as needed.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Video communications

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with TurboTax filings. This virtual, customer-facing role uses video tools to provide expert tax guidance, explain terms, and help complete returns.

You will deliver accurate advice, prepare federal and state returns, and document interactions while meeting KPIs. Training and compliance requirements apply; residence in the United States is required.