Remote Tax Specialist & Expert Returns Advisor

Intuit, Inc.; Saginaw (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States seeks a highly motivated tax professional for a virtual, customer-facing role supporting TurboTax users.

You will guide customers through their tax returns, provide expert explanations of tax terms, and help with both individual and federal filings using Intuit TurboTax products. This position requires at least 2 years of recent tax preparation experience, PTIN, and strong communication skills.

Qualifications

• 2+ years of recent tax return prep for federal and state filings.
• Must have or obtain PTIN and related licenses.
• Active knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; capable with video/audio tools.
• Bilingual English/Spanish is a plus.

Responsibilities

• Interact with customers via video communications software.
• Provide tax advice and full service tax return preparation.
• Document customer interactions and troubleshoot inquiries.
• Meet KPI targets and participate in trainings and validations.
• Apply policies and use resources to resolve tax questions.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. in the United States seeks a highly motivated tax professional for a virtual, customer-facing role supporting TurboTax users.

You will guide customers through their tax returns, provide expert explanations of tax terms, and help with both individual and federal filings using Intuit TurboTax products. This position requires at least 2 years of recent tax preparation experience, PTIN, and strong communication skills.