Remote Tax Pro: 1040 Returns & Guidance

Intuit, Inc.; Cambridge (MA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a remote Tax Expert to assist TurboTax customers with federal and state returns, provide tax guidance, and explain terms in clear, everyday language.

You will work virtually, using our video tools, while upholding security standards and delivering accurate, confident support to help customers complete their taxes. The role requires 2+ years of tax preparation experience, an active PTIN, and availability of at least 20 hours per week.

Qualifications

• 2+ years of federal and state 1040 tax return experience for 30+ clients per season using commercial software.
• Must possess or obtain any related State licenses/certificates.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high-quality customer interactions using empathy and tax expertise.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in trainings and pilot projects.

Skills

Customer service

Tax knowledge

Communication

PTIN holder

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a remote Tax Expert to assist TurboTax customers with federal and state returns, provide tax guidance, and explain terms in clear, everyday language.

You will work virtually, using our video tools, while upholding security standards and delivering accurate, confident support to help customers complete their taxes. The role requires 2+ years of tax preparation experience, an active PTIN, and availability of at least 20 hours per week.