Remote Tax Pro & Full-Service Prep Advisor

Intuit, Inc.; Gastonia (NC); Remote; USD 23,000 - 40,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to support TurboTax customers with federal and state returns, providing expert guidance and clear explanations of tax concepts. This is a fully remote, customer-facing role using video and audio tools to interact with clients.

You will assist with tax advice, full-service return preparation and signing, product inquiries, and tax calculations while upholding service standards and policy compliance.

Qualifications

• Experience preparing federal/state 1040 returns for 30+ clients per season with tax software.
• Must have or obtain state licenses/certifications.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Technologically proficient with computers and software.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Stable hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply practices, procedures, and policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Willing to complete required training and development as determined by the business.

Skills

Tax return prep

Customer service

Verbal & written comms

Tech savvy

20 hrs/week

US resident

Bilingual EN/ES

Fast-paced

Problem solving

Stable internet

PTIN

Circular 230

State licenses

Job description

Intuit, Inc. seeks a tax professional to support TurboTax customers with federal and state returns, providing expert guidance and clear explanations of tax concepts. This is a fully remote, customer-facing role using video and audio tools to interact with clients.

You will assist with tax advice, full-service return preparation and signing, product inquiries, and tax calculations while upholding service standards and policy compliance.