Remote Tax Pro: 1040 Prep & Client Support

Intuit, Inc.

Woodstock (IL)

Remote

USD 29,000 - 37,000

Part time

9 hours ago
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Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role supporting TurboTax customers nationwide. You will guide taxpayers through federal and state returns, provide tax explanations, and ensure accurate, secure filings.

The position requires 2+ years of tax return prep experience, a PTIN, and strong communication skills. You will work at least 20 hours weekly with a dedicated hardwired internet connection and video tools like Smartlook, with potential bilingual

Qualifications

  • 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
  • Active PTIN required.
  • Willing and able to obtain any related state licenses, certificates, permits, or bonds.
  • Working knowledge of Circular 230.
  • Willing and able to work a minimum of 20 hours per week.
  • Proficient with technology; solid knowledge of computer operations and software.
  • Bilingual English/Spanish is a plus.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role; interaction with customers via Smartlook video software.
  • Provide tax advice, full service return preparation and signatures, and respond to product/software inquiries.
  • Document customer interactions and use defined practices to troubleshoot and resolve tax inquiries.
  • Communicate clearly using everyday language and leverage government sites and resources.
  • Meet KPI metrics and participate in training and compliance programs.

Skills

Tax preparation
Customer service
Verbal and written communication
Problem solving
Tech proficiency
Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role supporting TurboTax customers nationwide. You will guide taxpayers through federal and state returns, provide tax explanations, and ensure accurate, secure filings.

The position requires 2+ years of tax return prep experience, a PTIN, and strong communication skills. You will work at least 20 hours weekly with a dedicated hardwired internet connection and video tools like Smartlook, with potential bilingual

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