Remote Tax Preparer & Advisor

Intuit, Inc.; Strongsville (OH); Remote; USD 26,000 - 34,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a motivated tax professional with experience in individual federal and state returns to assist TurboTax customers remotely. You will guide customers through tax preparation, provide clear explanations, and deliver high-quality service using video tools.

The role requires at least 2 years of recent tax prep experience, a PTIN, and willingness to work at least 20 hours per week. A dedicated hardwired internet connection and US residency are required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for 30+ clients per season using commercial tax prep software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software (Smartlook).
• Assist TurboTax customers with tax returns, including full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to provide accurate answers in everyday language.
• Document customer interactions and follow defined procedures to resolve inquiries.
• Meet company KPI metrics and participate in pilots, projects, and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Job description

Intuit, Inc. seeks a motivated tax professional with experience in individual federal and state returns to assist TurboTax customers remotely. You will guide customers through tax preparation, provide clear explanations, and deliver high-quality service using video tools.

The role requires at least 2 years of recent tax prep experience, a PTIN, and willingness to work at least 20 hours per week. A dedicated hardwired internet connection and US residency are required.