Remote Tax Pro & Client Advisor

Intuit, Inc.; Elyria (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax assistant with strong tax preparation experience and excellent communication skills. The role focuses on guiding customers through their tax returns via video interactions, offering tax advice, and enabling full-service return preparation.

A commitment to training and meeting performance targets is required. Applicants should have PTIN, knowledge of Circular 230, and the ability to work at least 20 hours weekly from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• 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.
• Document customer interactions and troubleshoot using company policies.
• Aim to meet KPI metrics and participate in pilots and training.

Skills

Tax preparation experience

Customer service

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a virtual tax assistant with strong tax preparation experience and excellent communication skills. The role focuses on guiding customers through their tax returns via video interactions, offering tax advice, and enabling full-service return preparation.

A commitment to training and meeting performance targets is required. Applicants should have PTIN, knowledge of Circular 230, and the ability to work at least 20 hours weekly from the United States.