Virtual Tax Advisor & Prep Specialist

Intuit, Inc.; New Orleans (LA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States seeks a motivated tax professional with TurboTax experience for a virtual, customer-facing role. You will guide customers through federal and state returns, provide tax explanations, and help ensure accurate, compliant filings.

Interactions occur via video, involving tax calculations and product inquiries. A PTIN, state licenses, and a hardwired internet connection meeting security criteria are required; 20+ hours per week availability is needed.

Qualifications

• 2+ years of recent federal and state individual 1040 tax returns experience.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Use government sites and resources to find answers in plain language.
• Follow defined procedures to resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Tools

TurboTax software

Job description

Intuit, Inc. in the United States seeks a motivated tax professional with TurboTax experience for a virtual, customer-facing role. You will guide customers through federal and state returns, provide tax explanations, and help ensure accurate, compliant filings.

Interactions occur via video, involving tax calculations and product inquiries. A PTIN, state licenses, and a hardwired internet connection meeting security criteria are required; 20+ hours per week availability is needed.