Remote Tax Prep Specialist (1040 Expert)

Intuit, Inc.

Waterloo (IL)

Remote

USD 29,000 - 37,000

Full time

11 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit is seeking a tax professional to help TurboTax customers complete their federal and state returns in a virtual, customer-facing environment. You will provide expert tax guidance, perform full service return preparation, and answer tax and software questions using everyday language.

Qualifications include 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours weekly. Strong communication and problem-solving skills are essential, with a preference for

Qualifications

  • 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
  • Active PTIN required.
  • Willing and able to work minimum 20 hours per week.
  • Working knowledge of Circular 230.

Responsibilities

  • This is a virtual, customer-facing role using our video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and answer product inquiries.
  • Document customer interactions and resolve tax questions using defined procedures and resources.
  • Meet company KPI metrics and participate in training and projects as needed.

Skills

Tax preparation
Customer service
Communication skills
Video/Audio tools
Bilingual English/Spanish
Fast-paced work

Education

Active PTIN
State licenses/certificates permits or bonds

Job description

Intuit is seeking a tax professional to help TurboTax customers complete their federal and state returns in a virtual, customer-facing environment. You will provide expert tax guidance, perform full service return preparation, and answer tax and software questions using everyday language.

Qualifications include 2+ years of tax prep experience, active PTIN, and the ability to work at least 20 hours weekly. Strong communication and problem-solving skills are essential, with a preference for

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