Remote Tax Advisor – Tax Return Expert

Intuit, Inc.; North Las Vegas (NV); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to prepare their taxes.

The role focuses on delivering confident, clear service and delightful customer experiences. You will work remotely in a customer-facing capacity, using video tools to assist clients, and you will be expected to meet performance KPIs while training and

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions and experiences with empathy and expertise in tax preparation.
• Document customer interactions and work toward KPI metrics and pilot projects as needed.

Skills

Tax return prep

PTIN holder

Circular 230 knowledge

Bilingual (English/Spanish)

Education

State licenses

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to prepare their taxes.

The role focuses on delivering confident, clear service and delightful customer experiences. You will work remotely in a customer-facing capacity, using video tools to assist clients, and you will be expected to meet performance KPIs while training and