Virtual Tax Pro & Client Advisor

Intuit, Inc.; Fort Wayne (IN); Remote; USD 26,000 - 33,000; Full time

Benefits offered by this job

Bonus potential

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States offers a virtual tax-support role for experienced tax preparers. You will guide customers through federal and state 1040 returns, provide explanations of tax terms, and ensure accurate, compliant returns using TurboTax products.

The position emphasizes customer empathy and clear communication in a fast-paced environment. The role requires at least 2 years of recent tax prep experience, an active PTIN, and the ability to work a minimum of 20 hours per week, with

Qualifications

• 2+ years of federal and state 1040 tax return prep.
• Prepare at least 30 returns per season for compensation.
• Active PTIN or able to obtain one.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with computer software and online tools.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Document customer interactions and resolve tax preparation questions using policies.
• Meet KPI metrics and participate in pilots and trainings as required.

Skills

Tax preparation

Customer service

Video/phone communication

Software literacy

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. in the United States offers a virtual tax-support role for experienced tax preparers. You will guide customers through federal and state 1040 returns, provide explanations of tax terms, and ensure accurate, compliant returns using TurboTax products.

The position emphasizes customer empathy and clear communication in a fast-paced environment. The role requires at least 2 years of recent tax prep experience, an active PTIN, and the ability to work a minimum of 20 hours per week, with