Remote Tax Preparer: 1040 Expert & Customer Guide

Intuit, Inc.; Little Rock (AR); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional experienced in federal and state returns to assist customers remotely with TurboTax products. You will provide expert tax guidance, prepare returns, and explain tax concepts clearly while ensuring exceptional service via video interactions.

Responsibilities include leveraging government sources and resources to deliver accurate answers, adhering to policies, and documenting interactions. Training and ongoing development are required.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• State licenses, certificates, permits, or bonds required or obtainable.
• Active PTIN holder.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service: professional, friendly, confident in video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Able to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Compute tax calculations and explain tax/technical terms in everyday language.
• Create high quality customer interactions with deep empathy and expertise in tax prep.
• Document customer interactions and follow company procedures.
• Meet KPIs and participate in pilots, projects, and validations.
• Complete required trainings and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal & written communication

Problem solving

Fast-paced environment

Self-motivation

Team collaboration

Bilingual English/Spanish (a plus)

Tools

Commercial tax software

Video & audio tools (Smartlook)

Job description

Intuit, Inc. is seeking a highly motivated tax professional experienced in federal and state returns to assist customers remotely with TurboTax products. You will provide expert tax guidance, prepare returns, and explain tax concepts clearly while ensuring exceptional service via video interactions.

Responsibilities include leveraging government sources and resources to deliver accurate answers, adhering to policies, and documenting interactions. Training and ongoing development are required.