Remote Tax Pro - 1040 Expert & Virtual Advisor

Intuit, Inc.; Reading (Berks County); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking individuals with tax preparation experience for a virtual, customer-facing role supporting TurboTax customers. You will guide taxpayers through returns, provide explanations of tax terms, and deliver accurate, empathetic service.

The role requires 20 hours weekly minimum, strong communication skills, and a US residence. You may work remotely with access to our video tools and training programs, contributing to customer delight and brand power.

Qualifications

• 2+ years of federal/state individual 1040 tax returns experience for at least 30 clients per season using commercial 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 minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication skills.
• Ability to handle fast-paced environment with minimal supervision.
• Must have or be willing to obtain hardwired internet connection that meets Intuit security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions that build confidence using deep knowledge in tax preparation.
• Leverage government sites and resources to deliver the right answer in plain language.
• Apply procedures and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and participate in pilots and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer empathy

Video support

Bilingual English/Spanish

PTIN holder

State licenses

Reliable internet

Strong communication

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. is seeking individuals with tax preparation experience for a virtual, customer-facing role supporting TurboTax customers. You will guide taxpayers through returns, provide explanations of tax terms, and deliver accurate, empathetic service.

The role requires 20 hours weekly minimum, strong communication skills, and a US residence. You may work remotely with access to our video tools and training programs, contributing to customer delight and brand power.