Remote Tax Pro & 1040 Specialist

Intuit, Inc.; Bay City (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation specialist for a remote, customer-facing position focused on TurboTax products. You will guide customers through tax returns, provide explanations of tax terms, and ensure accuracy with video interactions.

You will use government resources and our software to deliver high-quality experiences, complete required training, and meet KPI targets in a fast-paced environment. Residence in the United States is required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software (Smartlook).
• Provide tax advice, full service return preparation and signature, and handle product questions.
• Document customer interactions and resolve tax inquiries using government websites and resources.
• Meet KPI targets and participate in training, pilots, and projects as required.

Skills

Excellent communication

Customer service

Tech-savvy

Education

PTIN

State licenses/certificates

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation specialist for a remote, customer-facing position focused on TurboTax products. You will guide customers through tax returns, provide explanations of tax terms, and ensure accuracy with video interactions.

You will use government resources and our software to deliver high-quality experiences, complete required training, and meet KPI targets in a fast-paced environment. Residence in the United States is required.