Remote Tax Pro & Customer Advisor

Intuit, Inc.; Savannah (GA); À distance; USD 45 000 - 60 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax returns, provide expert guidance, and clarify tax terms. You will communicate clearly, leverage tax knowledge, and use video tools to deliver accurate answers.

The role emphasizes strong customer service, compliance training, and ability to work with limited supervision in a fast-paced environment. Remote work and ongoing training are part of the job.

Qualifications

• 2+ years of federal/state individual 1040 tax returns experience for 30+ clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN is required.
• Knowledge of Circular 230.

Responsabilités

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and resources to find accurate answers for customers.
• Document customer interactions and adhere to company procedures.
• Meet KPI metrics and participate in projects/trials as needed.
• Complete required training and development as determined by the business.

Connaissances

Tax preparation

Customer service

Video interaction

Bilingual English/Spanish

Formation

PTIN holder

Active licenses

Circular 230 knowledge

Outils

Tax software

Smartlook

Description du poste

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax returns, provide expert guidance, and clarify tax terms. You will communicate clearly, leverage tax knowledge, and use video tools to deliver accurate answers.

The role emphasizes strong customer service, compliance training, and ability to work with limited supervision in a fast-paced environment. Remote work and ongoing training are part of the job.