Remote Tax Advisor & TurboTax Returns Expert

Intuit, Inc.; Moreno Valley (CA); À distance; USD 46 000 - 59 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits package

Résumé du poste

Intuit, Inc. is seeking a motivated tax professional to assist customers using TurboTax products in a remote role. You will provide expert tax guidance, prepare returns, and explain tax terms clearly to users.

The role emphasizes customer empathy, accuracy, and adherence to policies while delivering high-quality experiences. Training and ongoing development are required to stay current with tax rules.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certifications.
• Must reside in the United States and be eligible to work.
• Proficient with technology; strong computer skills.
• Experience with government websites and tax resources to answer questions.

Responsabilités

• This is a remote, customer-facing role; you will use video communications software to interact with customers.
• Assist customers with tax returns, including full service preparation and signature.
• Provide tax advice and answer product-related questions clearly and accurately.
• Deliver explanations of tax terms in everyday language.
• Document customer interactions and maintain accurate records.
• Meet company KPI metrics and participate in pilots and tests as needed.
• Complete required training and development programs as determined by the business.

Connaissances

Customer service

Video calls

Communication skills

Bilingual English/Spanish

Formation

State licenses/certifications (as required)

Outils

TurboTax software

Description du poste

Intuit, Inc. is seeking a motivated tax professional to assist customers using TurboTax products in a remote role. You will provide expert tax guidance, prepare returns, and explain tax terms clearly to users.

The role emphasizes customer empathy, accuracy, and adherence to policies while delivering high-quality experiences. Training and ongoing development are required to stay current with tax rules.