Remote Tax Pro & Client Advisor

Intuit, Inc.; Fargo (ND); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated Tax Expert to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in plain language.

This virtual, customer-facing role requires 2+ years of federal/state 1040 prep for many clients, proficiency with tax software, and strong communication skills. A dedicated home internet connection is required.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• 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 to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using Smartlook to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Document customer interactions and work toward meeting KPI metrics.
• Utilize government websites and resources to deliver correct answers in everyday language.
• Apply defined practices and company policies to troubleshoot tax inquiries.
• Participate in pilot testing and training as needed.
• Must be willing to complete all required training and development.

Skills

Tax prep experience

Customer service skills

Verbal communication

Written communication

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated Tax Expert to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in plain language.

This virtual, customer-facing role requires 2+ years of federal/state 1040 prep for many clients, proficiency with tax software, and strong communication skills. A dedicated home internet connection is required.