Virtual Tax Advisor — 1040 Prep Expert

Intuit, Inc.; Canonsburg (Washington County); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax-prep focused specialist to support TurboTax customers remotely. You will guide clients through federal and state returns, provide explanations of tax terms, and deliver high-quality service using secure video tools.

Minimum 20 hours per week, PTIN and state licenses required or obtainable. Bilingual English/Spanish is a plus. You will join a fast-paced team dedicated to helping customers prosper.

Qualifications

• 2+ years of recent federal and state 1040 tax return preparation.
• Must hold or obtain state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice and full service return preparation with signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and apply company policies to resolve inquiries.
• Work toward meeting KPI metrics and participate in pilots and testing.
• Complete required training and compliance programs as determined by the business.

Skills

Tax prep experience

Customer service

Verbal communication

Written communication

Problem solving

Independent work

Bilingual

PTIN holder

State licenses

Tech proficiency

Job description

Intuit, Inc. is seeking a tax-prep focused specialist to support TurboTax customers remotely. You will guide clients through federal and state returns, provide explanations of tax terms, and deliver high-quality service using secure video tools.

Minimum 20 hours per week, PTIN and state licenses required or obtainable. Bilingual English/Spanish is a plus. You will join a fast-paced team dedicated to helping customers prosper.