Virtual Tax Pro & Customer Advisor

Intuit, Inc.; West Lafayette (IN); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role assisting TurboTax users with federal and state 1040 preparation and tax explanations.

You will use video tools, provide tax advice, perform full service returns, and resolve product questions while documenting interactions and upholding company policies. A minimum 20 hours per week and active PTIN are required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video software.
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Document customer interactions and troubleshoot tax advice inquiries according to policy.
• Aim to meet KPI metrics and participate in pilots and trainings as needed.

Skills

Tax preparation

Customer service

Video communication

Communication skills

Technology proficiency

Bilingual (English/Spanish)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role assisting TurboTax users with federal and state 1040 preparation and tax explanations.

You will use video tools, provide tax advice, perform full service returns, and resolve product questions while documenting interactions and upholding company policies. A minimum 20 hours per week and active PTIN are required.