Remote Tax Advisor — Virtual Returns Specialist

Intuit, Inc.; Lawrenceville (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional for a remote, virtual role to help customers complete federal and state returns using TurboTax. You will provide expert guidance, tax preparation, and explanations in everyday language while maintaining high service levels.

You must live in the United States, hold a PTIN, and be willing to train as needed. At least 20 hours per week, strong communication skills, and bilingual English/Spanish are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and video/audio tools.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software 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 extensive tax knowledge.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing and trainings as needed.
• Complete required trainings and professional development as directed.

Skills

Tax preparation experience

Customer service

Video communication

Communication skills

Problem solving

Empathy

Fast-paced environment

Attention to detail

Tools

TurboTax

Job description

Intuit, Inc. seeks a tax professional for a remote, virtual role to help customers complete federal and state returns using TurboTax. You will provide expert guidance, tax preparation, and explanations in everyday language while maintaining high service levels.

You must live in the United States, hold a PTIN, and be willing to train as needed. At least 20 hours per week, strong communication skills, and bilingual English/Spanish are a plus.