Remote Tax Pro - 1040 Expert & Virtual Support

Intuit, Inc.; Rolling Meadows (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with tax preparation, explanations of tax terms, and expert guidance in a fully remote role. You will use our video tools to interact with customers and help them complete federal and state returns.

Requirements include 2+ years of federal/state 1040 preparation for many clients, PTIN, state licenses, strong communication, and willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 preparation for 30+ clients per season using commercial tax software.
• Active PTIN and state licenses/certificates as required.
• Willingness to work minimum 20 hours per week.
• Strong written and verbal communication; able to explain tax concepts clearly.

Responsibilities

• Virtual customer interactions using video software to assist TurboTax customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high-quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and adhere to procedures and company policies.
• Meet KPI metrics and participate in training and pilot projects as needed.

Skills

Tax preparation

Customer service

Video/remote support

Bilingual English/Spanish

PTIN compliance

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with tax preparation, explanations of tax terms, and expert guidance in a fully remote role. You will use our video tools to interact with customers and help them complete federal and state returns.

Requirements include 2+ years of federal/state 1040 preparation for many clients, PTIN, state licenses, strong communication, and willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus.