Virtual Tax Specialist & Customer Advisor

Intuit, Inc.; Riverside (CA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role supporting TurboTax users. You will guide, prepare, and explain federal and state returns, using clear everyday language and your tax expertise.

The role requires 2+ years of 1040 preparation experience for many clients, PTIN, and willingness to complete training. You must reside in the United States and be available to work at least 20 hours per week; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation 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 and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and troubleshoot tax preparation inquiries following defined practices and policies.
• Meet company KPI metrics and participate in pilot testing and development as needed.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video communication tools

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a remote, customer-facing role supporting TurboTax users. You will guide, prepare, and explain federal and state returns, using clear everyday language and your tax expertise.

The role requires 2+ years of 1040 preparation experience for many clients, PTIN, and willingness to complete training. You must reside in the United States and be available to work at least 20 hours per week; bilingual English/Spanish is a plus.