Remote Tax Advisor — TurboTax Expert & Customer Champion

Intuit, Inc.; Myrtle Point (OR); Remote; USD 32,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist customers in completing their taxes using TurboTax products. This virtual role emphasizes expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

You will interact with customers via state-of-the-art video software, provide tax advice, perform full-service return preparation, and document every interaction while meeting company KPIs. Training and compliance requirements apply.

Qualifications

• 2+ years of federal and state 1040 tax return experience for at least 30 clients per season.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and achieve KPI metrics and Big Bet Goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video support

PTIN

Bilingual English/Spanish

Tech proficiency

Job description

Intuit, Inc. seeks a motivated tax professional to assist customers in completing their taxes using TurboTax products. This virtual role emphasizes expert guidance, tax preparation, and clear explanations of tax terms to empower customers.

You will interact with customers via state-of-the-art video software, provide tax advice, perform full-service return preparation, and document every interaction while meeting company KPIs. Training and compliance requirements apply.