Virtual Tax Pro & Client Advisor

Intuit, Inc.; Grand Rapids (MI); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax preparation specialist for a virtual, customer-facing role. You will assist TurboTax customers with tax returns, provide tax advice, and handle inquiries using our software and resources.

Strong communication, empathy, and accuracy are essential as you guide clients through complex tax terms. The position requires at least 2 years of recent 1040 experience, active PTIN, and the ability to work 20+ hours weekly from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Strong customer service skills with professional video/audio communication.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, and determination.
• 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

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government sites, professional resources, and team expertise to deliver the right answer in everyday language.
• Document customer interactions and follow defined procedures to resolve inquiries.
• Meet company KPI metrics and participate in pilots and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Communication skills

Job description

Intuit, Inc. is seeking a tax preparation specialist for a virtual, customer-facing role. You will assist TurboTax customers with tax returns, provide tax advice, and handle inquiries using our software and resources.

Strong communication, empathy, and accuracy are essential as you guide clients through complex tax terms. The position requires at least 2 years of recent 1040 experience, active PTIN, and the ability to work 20+ hours weekly from the United States.