Remote Tax Pro & Advisor — 1040 Expert

Intuit, Inc.; Boston (MA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will guide customers through tax preparation, explain tax terms, and deliver accurate advice with strong communication skills.

Responsibilities include handling tax return prep, providing software assistance, and maintaining high customer satisfaction while meeting KPI goals. Completion of required training and compliance steps is expected.

Qualifications

• 2+ years of recent federal and state 1040 tax return prep for 30+ clients seasonally.
• Must hold or obtain related state licenses, permits, or bonds.
• PTIN required.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Deliver high quality customer interactions using empathy and tax expertise.
• Use government sites and resources to answer customer questions in plain language.
• Document customer interactions and meet KPI metrics and project goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Tech proficiency

Bilingual (English/Spanish)

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will guide customers through tax preparation, explain tax terms, and deliver accurate advice with strong communication skills.

Responsibilities include handling tax return prep, providing software assistance, and maintaining high customer satisfaction while meeting KPI goals. Completion of required training and compliance steps is expected.