Remote Tax Pro: 1040 Returns & Guidance

Jobtome; Kissimmee (FL); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit is seeking a tax professional for a virtual, customer-facing role to guide customers through their tax returns using TurboTax software. You will provide expert tax advice, complete returns and signatures, and address product inquiries while maintaining high customer satisfaction.

The ideal candidate has 2+ years of 1040 tax prep experience, an active PTIN, and knowledge of Circular 230, with a flexible 20+ hour weekly schedule. Must reside in the United States and be tech-savvy.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication.
• Able to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics and goals.
• Participate in training, pilot testing and projects as required.

Skills

Tax prep

Customer service

Bilingual EN/SP

Video support

Tools

TurboTax software

Smartlook

Job description

Intuit is seeking a tax professional for a virtual, customer-facing role to guide customers through their tax returns using TurboTax software. You will provide expert tax advice, complete returns and signatures, and address product inquiries while maintaining high customer satisfaction.

The ideal candidate has 2+ years of 1040 tax prep experience, an active PTIN, and knowledge of Circular 230, with a flexible 20+ hour weekly schedule. Must reside in the United States and be tech-savvy.