Remote Tax Consultant - Expert Prep & Guidance

Intuit, Inc.; Sioux City (IA); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to help customers complete their taxes using TurboTax products.

You will explain tax terms and provide expert guidance remotely, enhancing the customer experience and empowering users to file confidently. Responsibilities include working with tax returns, providing tax advice, and answering product questions via video interactions.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills, with video/audio tool proficiency.
• English; bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Create high quality interactions and document customer conversations.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax prep

Education

State licenses/certificates

Tools

PTIN holder

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to help customers complete their taxes using TurboTax products.

You will explain tax terms and provide expert guidance remotely, enhancing the customer experience and empowering users to file confidently. Responsibilities include working with tax returns, providing tax advice, and answering product questions via video interactions.