Remote Tax Pro & 1040 Return Expert

Intuit, Inc.

Rockford (IL)

Remote

USD 29,000 - 37,000

Part time

8 hours ago
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Job summary

Intuit, Inc. is seeking a tax professional for a remote, virtual role to help customers complete their federal and state returns using TurboTax. You will provide expert tax guidance, perform full service returns, and explain tax terms in plain language.

The role requires 2+ years of tax prep experience, PTIN, and ability to work at least 20 hours per week. You will interact via video and audio tools, document interactions, and support customers nationwide.

Qualifications

  • 2+ years of federal/state 1040 tax return experience for at least 30 clients per season.
  • Active PTIN or ability to obtain; state licenses or permits as required.
  • Familiarity with Circular 230 and tax rules is preferred.
  • Willing to work a minimum of 20 hours per week; must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role using video software to interact with customers.
  • Provide tax advice, full service return preparation and signatures, and product inquiries.
  • Deliver high quality customer interactions with empathy and tax expertise.
  • Document customer interactions and progress; meet KPI metrics and initiatives.
  • Participate in training, pilots, and ongoing professional development.

Skills

Tax preparation
Customer service
Verbal communication
Written communication
Bilingual English/Spanish

Tools

Smartlook
TurboTax software
Video conferencing

Job description

Intuit, Inc. is seeking a tax professional for a remote, virtual role to help customers complete their federal and state returns using TurboTax. You will provide expert tax guidance, perform full service returns, and explain tax terms in plain language.

The role requires 2+ years of tax prep experience, PTIN, and ability to work at least 20 hours per week. You will interact via video and audio tools, document interactions, and support customers nationwide.

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