Remote Tax Pro – 1040 Returns & Expert Support

Intuit, Inc.; Charlotte (NC); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide explanations of tax terms, and handle software inquiries via video interactions.

Qualifications include 2+ years of federal/state 1040 prep, PTIN, and a willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus; US residence required.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season.
• Must have or be able to obtain state licenses, permits, or bonds.
• Must have an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service, verbal and written communication.
• Capable of quick thinking, research, and problem solving.
• Able to work in a fast-paced environment with minimal supervision.
• Must have hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using high-end video communications to interact with customers.
• Provide tax advice, full service return preparation and explanations of tax terms.
• Resolve product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPIs.
• Participate in pilot tests and training as required.

Skills

Customer service

Video tools

Communication skills

Problem solving

Time management

Tools

Tax software

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide explanations of tax terms, and handle software inquiries via video interactions.

Qualifications include 2+ years of federal/state 1040 prep, PTIN, and a willingness to work at least 20 hours per week. Bilingual English/Spanish is a plus; US residence required.