Remote 1040 Tax Prep Pro

Intuit, Inc.; Lawrenceville (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax preparation professional for a virtual, customer-facing role. You will guide customers through their tax returns using TurboTax, offering expert tax advice, and performing full service return preparation and signatures.

Responsibilities include resolving inquiries, using video tools to communicate, and documenting interactions while meeting KPI goals. A dedicated internet connection and strong communication skills 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 preparation software.
• Active PTIN and ability to obtain state licenses/certificates as required.
• Willing and able to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice; Full Service return preparation and signature; Product/software inquiries; Tax calculations.
• Create high quality customer interactions and experiences with deep customer empathy and extensive tax preparation knowledge.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions; work toward meeting KPI metrics and Big Bet Goals; participate in pilot testing and training as needed.

Job description

Intuit, Inc. is seeking a highly motivated tax preparation professional for a virtual, customer-facing role. You will guide customers through their tax returns using TurboTax, offering expert tax advice, and performing full service return preparation and signatures.

Responsibilities include resolving inquiries, using video tools to communicate, and documenting interactions while meeting KPI goals. A dedicated internet connection and strong communication skills are required.