Virtual Tax Advisor: 1040 Expert

Jobtome; Camden (NJ); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. You will interact via state-of-the-art video software, guide customers through returns, and ensure accurate documentation while adhering to company policies.

Strong communication and problem-solving skills are essential. Qualified candidates will have 2+ years of federal/state 1040 prep experience, PTIN, knowledge of Circular 230, and

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN and knowledge of Circular 230.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via video and audio tools.
• Resolve inquiries using government sites and professional resources.
• Document customer interactions and meet KPI metrics.

Skills

Customer service

Communication skills

Tax preparation

Problem solving

Tools

TurboTax software

Video conferencing

Job description

Intuit is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, advice, and explanations of tax terms. You will interact via state-of-the-art video software, guide customers through returns, and ensure accurate documentation while adhering to company policies.

Strong communication and problem-solving skills are essential. Qualified candidates will have 2+ years of federal/state 1040 prep experience, PTIN, knowledge of Circular 230, and