Virtual Tax Preparer & Client Advisor

Intuit, Inc.; Glendale (AZ); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers from the United States. You will provide expert tax guidance, assist with returns, and explain tax terms via a video-based customer interface. Strong communication, customer empathy, and software proficiency are essential.

Requirements include 2+ years of federal/state return experience, PTIN, and knowledge of Circular 230. A minimum of 20 hours per week and the ability to work remotely from the U.S. are required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Must be willing and able to complete all required training and development as determined by the business.

Skills

Tax prep experience

Customer service

PTIN

Bilingual (English/Spanish)

Job description

Intuit, Inc. is hiring for a virtual tax professional to assist TurboTax customers from the United States. You will provide expert tax guidance, assist with returns, and explain tax terms via a video-based customer interface. Strong communication, customer empathy, and software proficiency are essential.

Requirements include 2+ years of federal/state return experience, PTIN, and knowledge of Circular 230. A minimum of 20 hours per week and the ability to work remotely from the U.S. are required.