Remote Tax Pro & Advisor for 1040 Returns

Intuit, Inc.; Rolling Meadows (IL); A distancia; USD 29.000 - 37.000; A tiempo parcial

Descripción de la vacante

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role. You will guide customers through federal/state tax returns, provide tax advice, and assist with product inquiries using our TurboTax platform.

The position emphasizes strong communication, problem solving, and the ability to work at least 20 hours weekly from a home setup while maintaining security standards. State licenses and PTIN are required or obtainable.

Formación

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Active PTIN required or obtainable.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service and professional communication, both verbal and written.
• Able to work in a fast-paced environment with minimal supervision.
• Must have internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.

Responsabilidades

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/inquiry support.
• Perform tax calculations and explain tax terms in plain language.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and resolve inquiries using defined policies and resources.
• Support KPI metrics and participate in pilots and projects as needed.
• Complete required training and development as determined by the business.

Conocimientos

Tax preparation

Customer service

Communication skills

Video interaction

Problem solving

Educación

PTIN

State licenses/certifications

Descripción del empleo

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role. You will guide customers through federal/state tax returns, provide tax advice, and assist with product inquiries using our TurboTax platform.

The position emphasizes strong communication, problem solving, and the ability to work at least 20 hours weekly from a home setup while maintaining security standards. State licenses and PTIN are required or obtainable.