Remote Tax Expert & Client Advisor

Intuit, Inc.; Englewood (CO); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role. You will assist TurboTax customers with tax preparation, provide expert guidance on tax terms, and help customers complete their returns using TurboTax products.

You will use state-of-the-art video tools to interact with clients, document interactions, and meet performance KPIs while delivering confident, empathetic service from a remote location in the United States.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or 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 communication tools.
• Strong customer service and communication skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve tax advice questions per policies.
• Meet KPI metrics and participate in pilots and trainings.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role. You will assist TurboTax customers with tax preparation, provide expert guidance on tax terms, and help customers complete their returns using TurboTax products.

You will use state-of-the-art video tools to interact with clients, document interactions, and meet performance KPIs while delivering confident, empathetic service from a remote location in the United States.