Remote Tax Pro: 1040 Expert for Virtual Help

Intuit, Inc.; Greer (SC); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax expert for a virtual, customer-facing role to help TurboTax customers complete Federal and state returns. You will explain tax terms, provide expert guidance, and empower customers to file confidently using our software.

Responsibilities include handling tax advice, full-service return prep, product inquiries, and tax calculations. You will document interactions, meet KPI targets, and participate in training and project work as needed.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service in video and audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research ability.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use video communications to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax knowledge.
• Use government sites, resources, and team input to deliver correct answers in everyday language.
• Apply procedures and policies to troubleshoot inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot tests and projects as needed.
• Complete required training and development as determined by the business.

Skills

Video interactions

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Problem solving

Education

PTIN possession or ability to obtain

State licenses/certificates/permits/bonds

Circular 230 knowledge

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a highly motivated tax expert for a virtual, customer-facing role to help TurboTax customers complete Federal and state returns. You will explain tax terms, provide expert guidance, and empower customers to file confidently using our software.

Responsibilities include handling tax advice, full-service return prep, product inquiries, and tax calculations. You will document interactions, meet KPI targets, and participate in training and project work as needed.