Remote Tax Pro: 1040 Expert for Virtual Support

Intuit, Inc.

Pleasanton (CA)

Remote

USD 31,000 - 39,000

Full time

19 hours ago
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Benefits offered by this job

Cash bonus
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Benefits

Job summary

Intuit, Inc. is seeking a tax professional to work remotely with TurboTax customers. You will provide expert tax guidance, perform full-service returns, and assist clients with tax software questions.

The role emphasizes clear communication, empathy, and adherence to policies while delivering accurate tax support. The position requires 2+ years of return preparation experience, a valid PTIN, and ability to work at least 20 hours per week from a home office.

Qualifications

  • 2+ years of recent federal/state individual 1040 tax returns experience.
  • Prepare 30+ returns per season for compensation.
  • Must possess or obtain state licenses/certificates and PTIN.
  • Must reside in the United States and have reliable internet.

Responsibilities

  • Work virtually with customers via video and audio tools.
  • Provide tax advice, full service return preparation and signings.
  • Explain tax terms in everyday language.
  • Document interactions and meet KPI metrics.

Skills

Tax knowledge
Customer service
Communication skills
Problem solving
Video/remote support
Circular 230 knowledge

Education

State licenses/certificates
PTIN (Active)

Tools

Tax software
Smartlook

Job description

Intuit, Inc. is seeking a tax professional to work remotely with TurboTax customers. You will provide expert tax guidance, perform full-service returns, and assist clients with tax software questions.

The role emphasizes clear communication, empathy, and adherence to policies while delivering accurate tax support. The position requires 2+ years of return preparation experience, a valid PTIN, and ability to work at least 20 hours per week from a home office.

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