Remote 1040 Tax Pro - Expert Guidance & Prep

Intuit, Inc.; Mount Airy (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax specialist with experience preparing federal and state returns to help TurboTax customers. You will provide expert guidance, perform calculations, and explain tax terms in plain language.

Requirements include 2+ years of recent 1040 experience, active PTIN, state licenses, capacity to work at least 20 hours per week, and residency in the United States. 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 prep software.
• Must possess or be able to obtain relevant state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and ability to interact via video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• 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 is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature for TurboTax customers.
• Handle product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and adhere to procedures to resolve inquiries.
• Meet company KPI metrics and contribute to Big Bet Goals.
• Participate in pilot testing, projects, and training as required.

Skills

Tax preparation experience

Customer service skills

Verbal and written communication

Bilingual (English/Spanish)

Video/remote support tech

Job description

Intuit, Inc. is seeking a virtual tax specialist with experience preparing federal and state returns to help TurboTax customers. You will provide expert guidance, perform calculations, and explain tax terms in plain language.

Requirements include 2+ years of recent 1040 experience, active PTIN, state licenses, capacity to work at least 20 hours per week, and residency in the United States. Bilingual English/Spanish is a plus.