Remote Tax Expert: 1040 Prep & Guidance

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

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role supporting TurboTax customers.

You will guide taxpayers through federal and state returns, provide tax explanations, and ensure accurate, high-quality service via video and chat tools. The position requires at least 2+ years of tax prep experience, PTIN, active licenses or ability to obtain, and availability to work at least 20 hours per week from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required.
• State licenses/certifications or ability to obtain.
• Knowledge of Circular 230.
• Available to work minimum 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service skills via video/audio tools.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Leverage government sites and resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax questions and preparation inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video interactions

Bilingual English/Spanish

PTIN knowledge

Education

State licenses or certifications

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role supporting TurboTax customers.

You will guide taxpayers through federal and state returns, provide tax explanations, and ensure accurate, high-quality service via video and chat tools. The position requires at least 2+ years of tax prep experience, PTIN, active licenses or ability to obtain, and availability to work at least 20 hours per week from the United States.