Remote Tax Pro - 1040 Prep & Client Support

Intuit, Inc.; Linthicum (MD); A distancia; USD 29.000 - 39.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits package

Descripción de la vacante

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping clients complete federal and state income tax returns using TurboTax products.

You will provide expert tax guidance, perform full service returns, and communicate complex terms in plain language. Requirements include 2+ years of federal/state 1040 experience, active PTIN, Circular 230 knowledge, and the ability to work at least 20 hours weekly.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.

Responsabilidades

• This is a virtual, customer-facing role; you will be using our state-of-the-art video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and support them with tax calculations and explanations in everyday language.
• Adhere to defined practices, procedures, and company policies to resolve inquiries and meet KPI targets.
• Participate in training and development as required by the business.

Conocimientos

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Attention to detail

Technology proficiency

Bilingual English/Spanish

Herramientas

TurboTax

Descripción del empleo

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping clients complete federal and state income tax returns using TurboTax products.

You will provide expert tax guidance, perform full service returns, and communicate complex terms in plain language. Requirements include 2+ years of federal/state 1040 experience, active PTIN, Circular 230 knowledge, and the ability to work at least 20 hours weekly.