Remote Tax Pro & 1040 Return Specialist

Intuit, Inc.

Salt Lake City (UT)

Remote

USD 30,000 - 39,000

Full time

6 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state tax returns remotely. You will provide expert guidance, explain tax terms, and ensure accurate, timely preparation while delivering excellent customer service.

This role emphasizes using online video tools, in-depth knowledge of tax rules, and a customer-first approach to empower customers to file confidently.

Qualifications

  • 2+ years of federal and state 1040 tax returns for 30+ clients per season.
  • Must possess or 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.
  • Proficient with technology and software.
  • Strong customer service via video and audio tools.
  • Excellent verbal and written communication.
  • Critical thinking and problem solving.
  • Dedicated hardwired internet connection meeting Intuit security criteria.
  • Bilingual English/Spanish a plus.
  • Must reside in the United States.

Responsibilities

  • Work in a virtual, customer-facing role using video communications to assist customers.
  • Provide tax advice, full service return preparation, and tax calculations.
  • Create high quality customer interactions with clear explanations.
  • Reference government sites and resources to deliver accurate answers.
  • Document customer interactions and meet KPI metrics.

Skills

Tax preparation
Customer service
Communication
Video/online interaction
Tech proficiency

Tools

Smartlook
Tax software

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state tax returns remotely. You will provide expert guidance, explain tax terms, and ensure accurate, timely preparation while delivering excellent customer service.

This role emphasizes using online video tools, in-depth knowledge of tax rules, and a customer-first approach to empower customers to file confidently.

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