Remote Tax Pro: 1040 Prep & Expert Guidance

Intuit, Inc.; Greensboro (NC); Remote; USD 26,000 - 36,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Pro to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms.

You will interact with customers through video and audio tools, delivering accurate tax advice and completing returns with signature where required. The ideal candidate has 2+ years of federal and state return experience, holds or can obtain a PTIN, and is comfortable with online training and performance KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must have or be able to obtain PTIN and any required state licenses.
• Able to work a minimum of 20 hours per week.
• Excellent verbal and written communication skills.
• Proficient with technology and video/audio tools.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high-quality customer experiences with empathy and expertise in tax preparation.
• Document customer interactions and resolve inquiries following company policies.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Communication skills

Video conferencing

Bilingual English/Spanish

PTIN

State licenses

Computer literacy

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual Tax Pro to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms.

You will interact with customers through video and audio tools, delivering accurate tax advice and completing returns with signature where required. The ideal candidate has 2+ years of federal and state return experience, holds or can obtain a PTIN, and is comfortable with online training and performance KPIs.