Remote Tax Advisor for 1040 Returns

Intuit, Inc.; Scranton (Lackawanna County); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a part-time, remoteTax Preparation Specialist to assist customers with federal and state 1040 returns, provide tax guidance, and resolve inquiries using TurboTax software. You will interact via video and voice tools, documenting each interaction and meeting KPIs.

The role requires 2+ years of experience, active PTIN, and willingness to work at least 20 hours weekly; bilingual skills are a plus, with United States residency 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 Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax expertise.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Must complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Video chat

Bilingual

Education

PTIN possession/eligible

Tools

TurboTax

Job description

Intuit, Inc. seeks a part-time, remoteTax Preparation Specialist to assist customers with federal and state 1040 returns, provide tax guidance, and resolve inquiries using TurboTax software. You will interact via video and voice tools, documenting each interaction and meeting KPIs.

The role requires 2+ years of experience, active PTIN, and willingness to work at least 20 hours weekly; bilingual skills are a plus, with United States residency required.