Remote Tax Expert - Virtual Tax Prep & Guidance

Intuit, Inc.; Elk Grove (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist customers with federal and state 1040 returns via a virtual setup. You will provide expert tax guidance, perform full service return preparation, and answer product questions, using clear, user-friendly language.

You will interact with customers through video and audio tools, document interactions, and strive to meet performance metrics. The role requires a proactive learner who can navigate government sites and professional

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN (Preparer Tax Identification Number) required or able to obtain.
• Willing and available to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• 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.
• Explain tax and technical terms in everyday language and document customer interactions.
• Work toward meeting KPI metrics and participate in training and validations as needed.

Skills

Tax preparation experience

Customer service

Video/online interaction

Education

PTIN (Preparer Tax Identification Number)

State licenses/certificates

Tools

TurboTax

Job description

Intuit, Inc. is seeking an experienced tax professional to assist customers with federal and state 1040 returns via a virtual setup. You will provide expert tax guidance, perform full service return preparation, and answer product questions, using clear, user-friendly language.

You will interact with customers through video and audio tools, document interactions, and strive to meet performance metrics. The role requires a proactive learner who can navigate government sites and professional