Remote Tax Pro - 1040 Returns & Client Support

Intuit, Inc.; Nashua (NH); A distancia; USD 26.000 - 39.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit is seeking a motivated individual with tax preparation experience to help customers complete their taxes using TurboTax. You will guide customers, provide tax explanations, and ensure accurate returns while maintaining a high level of service.

The role is virtual and customer-facing, requiring strong communication, regulatory knowledge, and a dedication to helping customers understand tax concepts. Flexible training and development opportunities are provided.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related state licenses or permits.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.

Responsabilidades

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product inquiries and assist with tax calculations.
• Document customer interactions and work toward meeting KPI metrics.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Video support

Communication skills

Bilingual English/Spanish

Educación

PTIN

Herramientas

Smartlook

Descripción del empleo

Intuit is seeking a motivated individual with tax preparation experience to help customers complete their taxes using TurboTax. You will guide customers, provide tax explanations, and ensure accurate returns while maintaining a high level of service.

The role is virtual and customer-facing, requiring strong communication, regulatory knowledge, and a dedication to helping customers understand tax concepts. Flexible training and development opportunities are provided.