Remote Tax Advisor — Virtual 1040 Specialist

Jobtome; Denver (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit is seeking a virtual Tax Preparer to assist TurboTax customers with tax preparation, advice, and explanations of tax concepts. This role uses advanced video software to interact with clients and requires strong communication and customer service skills.

Applicants should have 2+ years of federal/state 1040 preparation experience for many clients, an active PTIN, and availability of at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service, verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• Interact with customers via video and audio tools using our video communications software to provide tax guidance.
• Provide tax advice and full-service return preparation and signature.
• Explain tax terms and respond to product/software inquiries.
• Document customer interactions and work toward KPI metrics and program goals.
• Participate in training, pilot tests, and cross-training as needed.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish) a plus

Tools

PTIN

Job description

Intuit is seeking a virtual Tax Preparer to assist TurboTax customers with tax preparation, advice, and explanations of tax concepts. This role uses advanced video software to interact with clients and requires strong communication and customer service skills.

Applicants should have 2+ years of federal/state 1040 preparation experience for many clients, an active PTIN, and availability of at least 20 hours per week.