Remote Tax Expert for TurboTax Guidance

Intuit, Inc.; Douglasville (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a Tax Professional to assist TurboTax customers remotely with tax preparation and guidance. You will handle tax advice, full service returns, and product inquiries, using state-of-the-art video tools to interact with customers.

Requires 2+ years of federal/state return prep experience, PTIN, and knowledge of Circular 230. A dedicated home internet connection and strong communication skills are essential for success in a fast-paced, remote environment.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain State licenses, certificates, permits, or bonds.
• Active PTIN is required.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language and document customer interactions.
• Meet KPI metrics and participate in trainings and pilots as needed.

Skills

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Problem solving

Tools

Tax preparation software

Computer literacy

Job description

Intuit, Inc. is seeking a Tax Professional to assist TurboTax customers remotely with tax preparation and guidance. You will handle tax advice, full service returns, and product inquiries, using state-of-the-art video tools to interact with customers.

Requires 2+ years of federal/state return prep experience, PTIN, and knowledge of Circular 230. A dedicated home internet connection and strong communication skills are essential for success in a fast-paced, remote environment.