Remote Tax Prep Specialist & Client Advisor

Intuit, Inc.; Westminster (MD); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in completing federal and state returns remotely. You will provide expert tax guidance, explain terms, and support full-service return preparation and signature.

This virtual role uses video tools to interact with customers; you will document interactions, meet KPIs, and complete required trainings from a dedicated home setup.

Qualifications

• 2+ years of recent federal/state 1040 tax return preparation for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week in a remote setup.

Responsibilities

• Provide tax advice and full-service return preparation and signature.
• Assist customers with tax software inquiries and calculations.
• Create quality customer interactions using video tools and document interactions.
• Meet KPI metrics and participate in trainings.

Skills

Tax preparation experience

PTIN

Video/teleconference service

English communication

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in completing federal and state returns remotely. You will provide expert tax guidance, explain terms, and support full-service return preparation and signature.

This virtual role uses video tools to interact with customers; you will document interactions, meet KPIs, and complete required trainings from a dedicated home setup.