Remote Tax Prep Pro & Client Advisor

Intuit, Inc.; Topeka (KS); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a virtual Tax Specialist to help TurboTax customers complete federal and state returns with expert guidance. You will interact via video and audio, provide tax advice, and perform full return preparation with signatures.

Requirements include 2+ years of tax prep, active PTIN, strong communication, and ability to work at least 20 hours per week. Proficiency with TurboTax and related tools is expected.

Qualifications

• Minimum 2+ years of federal/state individual 1040 tax returns experience for 30+ clients per season.
• Active PTIN required or ability to obtain one.
• Willing to work a minimum of 20 hours per week.
• Proficient with tax software and related tools.
• Strong communication and customer service skills.
• Able to use government websites and professional resources to answer inquiries.

Responsibilities

• Work in a virtual, customer-facing setting via video and audio tools.
• Provide tax advice and full service return preparation with signatures.
• Explain tax and technical terms in plain language for customers.
• Document customer interactions and adhere to policies.
• Meet KPI metrics and participate in training and validations.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Tax software proficiency

Education

PTIN holder or able to obtain PTIN

Tools

TurboTax software

Video communication tools (Smartlook)

Job description

Intuit, Inc. seeks a virtual Tax Specialist to help TurboTax customers complete federal and state returns with expert guidance. You will interact via video and audio, provide tax advice, and perform full return preparation with signatures.

Requirements include 2+ years of tax prep, active PTIN, strong communication, and ability to work at least 20 hours per week. Proficiency with TurboTax and related tools is expected.