Remote Tax Pro & Client Advisor

Intuit, Inc.; Caldwell (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 to assist TurboTax customers with federal and state returns in a virtual setting. You will provide expert tax guidance, perform full service return preparation, and explain tax concepts clearly.

Ideal candidates have 2+ years of experience, PTIN, state licenses, and strong communication skills. A dedicated hardwired internet connection is required, with bilingual English/Spanish a plus, and the role requires at least 20 hours per week.

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 obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service with video and audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection that meets Intuit standards.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Compute taxes and explain tax terms in plain language.
• Document customer interactions and adhere to procedures and company policies.
• Aim to meet KPI metrics and participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal and written communication

Critical thinking

Problem solving

Fast-paced work

Tech savvy

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will provide expert tax guidance, perform full service return preparation, and explain tax concepts clearly.

Ideal candidates have 2+ years of experience, PTIN, state licenses, and strong communication skills. A dedicated hardwired internet connection is required, with bilingual English/Spanish a plus, and the role requires at least 20 hours per week.