Remote Tax Preparer & Customer Advisor

Intuit, Inc.; Cleveland (OH); A distancia; USD 26.000 - 34.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. in the United States is seeking a motivated Tax Preparation specialist to assist TurboTax customers remotely. You will guide clients through tax returns, provide explanations of tax terms, and perform full-service preparation with a focus on customer clarity and confidence.

The role requires at least 2 years of tax return experience, a valid PTIN, and availability to work 20+ hours weekly. Strong communication and tech-savviness are essential, with bilingual English/Spanish a plus.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 returns for numerous clients per season.
• Active PTIN and ability to obtain required state licenses.
• Knowledge of Circular 230 and IRS rules.
• Willingness to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.

Responsabilidades

• Provide expert tax guidance and explanations to customers via virtual video interactions.
• Assist with full-service return preparation and signature.
• Answer tax software questions and perform tax calculations.
• Document customer interactions and resolve inquiries using defined procedures.
• Complete required training and adhere to company policies.

Conocimientos

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Video calls

Herramientas

TurboTax

Video conferencing

Descripción del empleo

Intuit, Inc. in the United States is seeking a motivated Tax Preparation specialist to assist TurboTax customers remotely. You will guide clients through tax returns, provide explanations of tax terms, and perform full-service preparation with a focus on customer clarity and confidence.

The role requires at least 2 years of tax return experience, a valid PTIN, and availability to work 20+ hours weekly. Strong communication and tech-savviness are essential, with bilingual English/Spanish a plus.