Remote Tax Pro & Client Advisor

Intuit, Inc.; Alexandria (VA); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will provide tax guidance, perform full service returns with signature, and respond to product questions using plain language.

Requirements include 2+ years of preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and a dedicated hardwired internet connection is expected.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for at least 30 clients per season.
• Active PTIN and state licenses or ability to obtain.
• Willingness to work minimum 20 hours per week.
• Proficient with technology; strong computer skills.

Responsibilities

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

Skills

Tax preparation experience

Customer service

Video communication

Bilingual English/Spanish

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will provide tax guidance, perform full service returns with signature, and respond to product questions using plain language.

Requirements include 2+ years of preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and a dedicated hardwired internet connection is expected.