Remote Tax Preparer (1040 Returns & Client Support)

Intuit, Inc.; Saginaw (MI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is hiring a virtual Tax Professional to assist TurboTax customers with federal and state returns, explanations, and product guidance. You will use our video tools to interact with customers and deliver expert service.

You will prepare returns, provide tax advice, answer software questions, and document interactions while meeting KPI targets. Training and compliance are required; bilingual English/Spanish is a plus; remote options available; must reside in the

Qualifications

• 2+ years of federal/state tax return prep for ≥30 clients/season using tax software.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours/week.
• Proficient with technology; strong computer skills.
• Strong customer service; interact via video/audio professionally.
• Excellent verbal and written communication.
• Critical thinking, problem solving, research, determination.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy and expertise.
• Use government websites and resources to deliver accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Education

PTIN possession

State licenses/certificates

Tools

Video conferencing software (Smartlook)

TurboTax software

Job description

Intuit, Inc. in the United States is hiring a virtual Tax Professional to assist TurboTax customers with federal and state returns, explanations, and product guidance. You will use our video tools to interact with customers and deliver expert service.

You will prepare returns, provide tax advice, answer software questions, and document interactions while meeting KPI targets. Training and compliance are required; bilingual English/Spanish is a plus; remote options available; must reside in the