Remote 1040 Tax Pro & Client Concierge

Intuit, Inc.; Muskegon (MI); A distancia; USD 26.000 - 39.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. seeks a tax preparation professional for a virtual role to assist TurboTax customers with federal and state returns, tax guidance, and software queries. You will deliver clear explanations, ensure accuracy, and maintain high customer satisfaction through video interactions.

Requires 2+ years of return preparation, active PTIN, ability to work at least 20 hours per week, and comfort with online tools. Remote work across the United States is supported.

Formación

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season.
• Active PTIN (or ability to obtain)
• State licenses, certificates, permits, or bonds (or ability to obtain)
• Willing to work minimum 20 hours per week
• Proficient with technology; video/audio tools

Responsabilidades

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and apply company policies to resolve inquiries.
• Meet KPIs and participate in pilots and trainings as needed.
• Collaborate with team to deliver accurate tax explanations in everyday language.

Conocimientos

Tax preparation experience

Customer service

Excellent communication

Video/online interaction

Bilingual English/Spanish (a plus)

Herramientas

TurboTax

Descripción del empleo

Intuit, Inc. seeks a tax preparation professional for a virtual role to assist TurboTax customers with federal and state returns, tax guidance, and software queries. You will deliver clear explanations, ensure accuracy, and maintain high customer satisfaction through video interactions.

Requires 2+ years of return preparation, active PTIN, ability to work at least 20 hours per week, and comfort with online tools. Remote work across the United States is supported.