Remote Tax Pro & Client Advisor

Intuit, Inc.

Atlanta (GA)

Remote

USD 29,000 - 39,000

Part time

6 hours ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to guide customers through their TurboTax returns. You will deliver expert tax preparation, explanations of tax concepts, and friendly service to empower customers across the United States.

You will use our video tools to assist clients, meet KPI targets, and complete required trainings. A strong communication style and background in tax prep are essential for success in a fast-paced remote

Qualifications

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

Responsibilities

This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
Create high quality customer interactions and experiences that instill confidence using deep customer empathy and expertise in tax preparation.
Document customer interactions; meet KPI metrics and Big Bet Goals; participate in pilot testing and required training.