Remote Tax Pro & Virtual Client Advisor

Intuit, Inc.; Town/Village of East Rochester (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal and state returns using TurboTax. You will provide tax guidance, prepare returns, and handle product inquiries via video interactions.

Ideal candidates have 2+ years of 1040 experience, active PTIN, and strong communication. This remote role requires a reliable hardwired internet connection and 20+ hours weekly in the United States.

Qualifications

• 2+ years of recent federal/state 1040 tax returns experience for 30+ clients per season.
• Must possess or obtain 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 and computer software.
• Strong customer service and professional communication via video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in fast-paced environment with minimal supervision.
• Must have or obtain dedicated hardwired internet meeting Intuit criteria.
• English/Spanish bilingual is a plus.
• Must reside in United States.

Responsibilities

• Interact with customers virtually using video communications.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Research using government sites and resources to deliver right answers.
• Document customer interactions and meet KPI metrics.
• Participate in pilot tests and training as required.

Skills

Tax preparation

Customer service

Video conferencing

Bilingual English/Spanish

Education

PTIN holder or eligible

State licenses or permits

Tools

TurboTax

Video software (Smartlook)

Job description

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal and state returns using TurboTax. You will provide tax guidance, prepare returns, and handle product inquiries via video interactions.

Ideal candidates have 2+ years of 1040 experience, active PTIN, and strong communication. This remote role requires a reliable hardwired internet connection and 20+ hours weekly in the United States.