Remote Tax Prep Specialist & Advisor

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

Job summary

Intuit, Inc. seeks a highly motivated tax professional with tax preparation experience for a fully virtual, customer-facing role supporting TurboTax customers.

You will guide clients through their federal and state returns, explain tax terms, and help them complete their filings accurately with our software. In this role you will interact via video, provide tax advice and full service return preparation with signature, answer product questions, document interactions, and support KPI and program

Qualifications

• 2+ years of recent federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Knowledge of Circular 230 is a plus.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and ensure accurate case notes.

Skills

Customer service

Verbal and written communication

Video/telecommunication tools

Problem solving

English/Spanish bilingual

Tech-savvy

Tools

Tax preparation software

Job description

Intuit, Inc. seeks a highly motivated tax professional with tax preparation experience for a fully virtual, customer-facing role supporting TurboTax customers.

You will guide clients through their federal and state returns, explain tax terms, and help them complete their filings accurately with our software. In this role you will interact via video, provide tax advice and full service return preparation with signature, answer product questions, document interactions, and support KPI and program