Remote Tax Pro & 1040 Specialist

Intuit, Inc.; Minneapolis (MN); Remote; USD 26,000 - 33,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will handle returns, provide accurate answers, and assist with software-related questions while delivering excellent customer service.

The role requires 2+ years of federal/state 1040 prep experience, PTIN, state licenses, and a hardwired internet connection. Bilingual English/Spanish is a plus and you must reside in the United States.

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 any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy and deep tax knowledge.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in training, pilot testing, and cross-training as required.

Skills

Tax preparation

Customer service

Verbal and written comms

Video communication

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will handle returns, provide accurate answers, and assist with software-related questions while delivering excellent customer service.

The role requires 2+ years of federal/state 1040 prep experience, PTIN, state licenses, and a hardwired internet connection. Bilingual English/Spanish is a plus and you must reside in the United States.