Remote Tax Pro & Client Advisor

Intuit, Inc.; Douglasville (GA); Remote; USD 21,000 - 34,000; Part time

Benefits offered by this job

Training provided

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers virtually with tax return preparation, explanations of tax terms, and expert guidance.

You will interact with customers using video tools, provide tax calculations, and deliver high-quality service contributing to brand satisfaction. This role requires 2+ years of recent tax preparation experience, an active PTIN, knowledge of Circular 230, and the ability to work at least 20 hours per week from a remote US

Qualifications

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

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Help customers understand tax terms and guide them to right answers with everyday language.
• Document customer interactions and meet KPI metrics.

Skills

Customer service

Excellent communication

Problem solving

Tech-savvy

Bilingual English/Spanish (plus)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers virtually with tax return preparation, explanations of tax terms, and expert guidance.

You will interact with customers using video tools, provide tax calculations, and deliver high-quality service contributing to brand satisfaction. This role requires 2+ years of recent tax preparation experience, an active PTIN, knowledge of Circular 230, and the ability to work at least 20 hours per week from a remote US