Remote Tax Pro & Customer Advisor

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax preparation guidance, explain tax terms, and handle full-service returns with a strong emphasis on customer satisfaction.

The role emphasizes fast-paced service, high-quality interactions, and adherence to training and compliance requirements while using state-of-the-art video tools.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for 30+ clients per season.
• Must hold or be able to obtain PTIN and any required state licenses.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish a plus.

Responsibilities

• Virtual, customer-facing role using our video communications to interact with customers.
• Provide tax advice, full-service return preparation, and explanations of tax terms.
• Document customer interactions and meet KPI metrics.
• Complete required training and compliance trainings as determined by the business.
• Utilize government sites and resources to answer questions with everyday language.

Skills

Tax preparation

Customer service

Communication skills

Video conferencing

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will provide expert tax preparation guidance, explain tax terms, and handle full-service returns with a strong emphasis on customer satisfaction.

The role emphasizes fast-paced service, high-quality interactions, and adherence to training and compliance requirements while using state-of-the-art video tools.