Remote Tax Preparer & Client Advisory Specialist

Intuit, Inc.

Allentown (Lehigh County)

Remote

USD 30,000 - 39,000

Full time

3 hours ago

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Job summary

Intuit, Inc. is seeking a tax-focused associate to assist TurboTax customers remotely. You will guide customers through tax preparation, offer expert explanations, and ensure high-quality interactions leveraging tax software and government resources.

Strong communication and dedication to customer satisfaction are essential. The role involves using secure video tools, handling 1040 returns for multiple clients, and meeting performance targets in a fast-paced environment.

Qualifications

2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Must possess an active Preparer Tax Identification Number (PTIN).
Working knowledge of Circular 230.
Willingness to work minimum 20 hours per week.

Responsibilities

Virtual, customer-facing role using video communications software to interact with customers.
Provide tax advice, full service return preparation and signature, and product inquiries.
Document customer interactions and resolve inquiries following defined practices and policies.
Meet KPI metrics and participate in training and pilot projects.