Remote Tax Preparer & TurboTax Expert

Intuit, Inc.

Town of Ossining (NY)

Remote

USD 31,000 - 39,000

Part time

14 hours ago
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Job summary

Intuit, Inc. offers a virtual tax-preparation role focused on TurboTax customers. You will guide customers through tax returns, provide explanations of tax terms, and help with tax calculations using our software.

Strong communication and experience with tax preparation are essential, with a flexible 20+ hour weekly schedule for qualified applicants in the United States. The position emphasizes customer delight, leveraging government resources, and ongoing training to ensure accurate, friendly

Qualifications

  • 2+ years of recent experience preparing federal and state Form 1040 returns for at least 30 clients per season.
  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
  • Active PTIN required or ability to obtain one.
  • Working knowledge of Circular 230.
  • Willing to work at least 20 hours per week.

Responsibilities

  • This is a virtual, customer-facing role; you will interact with customers via video.
  • Provide tax advice, full service return preparation and signature, and product inquiries.
  • Use government sites and resources to deliver accurate answers in everyday language.
  • Document customer interactions and work toward KPI metrics and Big Bet Goals.
  • Complete required training and development as determined by the business.

Skills

Tax preparation experience
Customer service
Strong communication
Bilingual (English/Spanish)
Video/remote interaction

Education

PTIN (active or able to obtain)
State licenses / certificates or bonds

Tools

Tax software
Smartlook video software

Job description

Intuit, Inc. offers a virtual tax-preparation role focused on TurboTax customers. You will guide customers through tax returns, provide explanations of tax terms, and help with tax calculations using our software.

Strong communication and experience with tax preparation are essential, with a flexible 20+ hour weekly schedule for qualified applicants in the United States. The position emphasizes customer delight, leveraging government resources, and ongoing training to ensure accurate, friendly

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