Remote Tax Prep Specialist — Expert 1040 Guidance

Intuit, Inc.; Riverside (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking an experienced tax professional for a virtual customer-facing role helping clients complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax and technical terms, while delighting customers and empowering them to file confidently.

The role requires 2+ years of returns experience, PTIN, knowledge of Circular 230, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN and state licenses or ability to obtain them.
• Knowledge of Circular 230 and tax rules.
• Willing to work at least 20 hours per week.
• Proficient with technology and online communications.

Responsibilities

• Assist customers virtually to complete their taxes using TurboTax products.
• Provide tax advice, full service return preparation, and explanations of tax terms.
• Create high quality customer interactions with empathy and expertise.
• Document interactions and resolve tax inquiries using official resources.
• Meet KPI metrics and participate in trainings and pilots.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking an experienced tax professional for a virtual customer-facing role helping clients complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax and technical terms, while delighting customers and empowering them to file confidently.

The role requires 2+ years of returns experience, PTIN, knowledge of Circular 230, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.