Remote Tax Pro — 1040 Specialist for TurboTax Help

Intuit, Inc.; Alpharetta (GA); Remote; USD 38,000 - 64,000; Full time

Job summary

Intuit, Inc. seeks a tax professional with production tax preparation experience for a virtual, customer-facing role. You will guide customers through federal and state 1040s, provide tax explanations, and perform full-service return preparation.

You will interact via video, use TurboTax software, and document interactions. A PTIN and state licenses are required, with a minimum of 20 hours per week and a hardwired internet connection.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving and research skills.
• Ability to work in fast-paced environment with minimal supervision.
• Must have or obtain dedicated hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation, and signature support.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver correct answers in plain language.
• Follow procedures to troubleshoot tax inquiries.
• Document customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax software proficiency

Customer service

Communication skills

Bilingual (English/Spanish)

Education

State licenses/certifications (tax-related)

Tools

TurboTax

Job description

Intuit, Inc. seeks a tax professional with production tax preparation experience for a virtual, customer-facing role. You will guide customers through federal and state 1040s, provide tax explanations, and perform full-service return preparation.

You will interact via video, use TurboTax software, and document interactions. A PTIN and state licenses are required, with a minimum of 20 hours per week and a hardwired internet connection.