Remote Tax Pro & Client Advisor

Intuit, Inc.; Canton (OH); Remote; USD 26,000 - 33,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a motivated tax-prep specialist for a virtual role with TurboTax products. You will guide customers through their tax returns, provide expert explanations, and ensure accurate preparation using our software.

In addition to tax expertise, you will create high-quality customer interactions, document conversations, and work toward meeting KPI goals. A hardwired internet connection and the ability to work remotely from anywhere in the U.S. are required.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN is required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions and experiences using deep empathy and tax knowledge.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and Big Bet Goals; participate in pilots and validations.
• Complete required training and professional development as required.

Skills

Tax preparation experience

Excellent communication skills

Customer service skills

Ability to work 20+ hours per week

Bilingual English/Spanish (plus)

Tools

TurboTax

Tax software

Job description

Intuit, Inc. in the United States is seeking a motivated tax-prep specialist for a virtual role with TurboTax products. You will guide customers through their tax returns, provide expert explanations, and ensure accurate preparation using our software.

In addition to tax expertise, you will create high-quality customer interactions, document conversations, and work toward meeting KPI goals. A hardwired internet connection and the ability to work remotely from anywhere in the U.S. are required.