Remote Tax Return Specialist & Client Advisor

Intuit, Inc.

Aurora (CO)

Remote

USD 29,000 - 37,000

Part time

30 hours ago

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Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation and guidance. You will use advanced video tools to interact with clients, ensuring accurate returns and clear explanations of tax concepts.

Must have 2+ years preparing federal and state returns, hold or be able to obtain a PTIN, and be comfortable with online training and compliance requirements. Remote work from the United States is supported.

Qualifications

2+ years of preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
Active PTIN or ability to obtain one; state licenses as required.
Knowledge of Circular 230 and tax terminology; ability to explain tax concepts to customers.

Responsibilities

This is a fully virtual, customer-facing role using video software to interact with customers.
Provide tax advice, full service return preparation and signature, and product inquiries.
Calculate taxes and explain tax positions in plain language.
Deliver high quality customer interactions with empathy and expertise.
Utilize government and official resources to find accurate responses.
Follow procedures to troubleshoot and resolve tax inquiries and document interactions.
Work toward KPI targets and participate in pilot tests and trainings as needed.
Maintain required compliance trainings and cross-training as directed.