Remote Tax Pro: 1040 Returns & Expert Guidance

Intuit, Inc.; Newnan (GA); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional with tax preparation experience to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

The role emphasizes strong communication, empathy, and the ability to navigate government sites and resources. You will train and develop skills while meeting KPI metrics in a fast-paced environment.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Must possess or obtain state licenses, permits, or bonds.
• Active PTIN is required.
• Knowledge of Circular 230.
• Able to work minimum 20 hours per week.
• Proficient with technology and software.

Responsibilities

• Interact with customers via video using our software.
• Provide tax advice and assist with full-service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Deliver high-quality customer interactions with empathy and expertise.
• Use government sites and resources to find answers in plain language.
• Follow procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and projects as needed.
• Complete required trainings and development.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

PTIN knowledge

Tools

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional with tax preparation experience to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers.

The role emphasizes strong communication, empathy, and the ability to navigate government sites and resources. You will train and develop skills while meeting KPI metrics in a fast-paced environment.