Remote Tax Pro (1040) — TurboTax Help & Prep

Intuit, Inc.; Williamsport (Lycoming County); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation and guidance. You will help customers complete federal and state returns, provide tax explanations, and respond to product questions, all from a remote setting.

Ideal candidates have 2+ years of federal/state 1040 experience, active PTIN, and a willingness to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus, and strong communication is required.

Qualifications

• 2+ years of experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• Active PTIN
• State licenses/certificates/bonds as required
• Knowledge of Circular 230

Responsibilities

• Virtual, customer-facing role using video tech to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Use government sites and resources to deliver correct answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax-related inquiries.
• Document customer interactions and meet KPI metrics and goals.
• Participate in training, pilots and projects as needed.

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation and guidance. You will help customers complete federal and state returns, provide tax explanations, and respond to product questions, all from a remote setting.

Ideal candidates have 2+ years of federal/state 1040 experience, active PTIN, and a willingness to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus, and strong communication is required.