Remote Tax Pro & Client-Facing Advisor

Intuit, Inc.; Springfield (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax preparation specialist to assist customers remotely with their TurboTax returns. You will provide expert guidance, perform full-service return preparation, and explain tax terms in everyday language via video interactions.

Applicants should have 2+ years of federal/state tax prep experience, be PTIN-certified, and able to work at least 20 hours weekly. Bilingual English/Spanish is a plus, with strong customer service skills essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for 30+ clients per season.
• Must possess or be able to obtain PTIN.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication skills.
• Bilingual English/Spanish a plus

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Explain tax terms in plain language and document customer interactions.
• Work to meet KPI metrics and participate in training and development as required.

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation specialist to assist customers remotely with their TurboTax returns. You will provide expert guidance, perform full-service return preparation, and explain tax terms in everyday language via video interactions.

Applicants should have 2+ years of federal/state tax prep experience, be PTIN-certified, and able to work at least 20 hours weekly. Bilingual English/Spanish is a plus, with strong customer service skills essential.