Remote Tax Pro and Return Specialist

Intuit, Inc.; Peoria (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to help TurboTax customers complete their federal and state returns. The position is virtual and customer-facing, using video tools to guide clients through tax preparation, advice, and software questions.

The role requires 2+ years of return preparation experience, PTIN, and knowledge of Circular 230, with a minimum of 20 hours per week. Bilingual English/Spanish is a plus, and a United States residence is expected.

Qualifications

• 2+ years of federal and state 1040 tax return prep for 30+ clients per season using tax software.
• Must possess or obtain PTIN (Preparer Tax Identification Number).
• Knowledge of Circular 230 is required.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation with signatures.
• Document customer interactions and resolve tax questions.
• Utilize government and professional resources to answer customer inquiries in plain language.
• Complete required trainings and participate in projects and validations.

Skills

Tax preparation experience

Customer service

Video/phone communication

Tools

PTIN system

Job description

Intuit, Inc. seeks a tax professional to help TurboTax customers complete their federal and state returns. The position is virtual and customer-facing, using video tools to guide clients through tax preparation, advice, and software questions.

The role requires 2+ years of return preparation experience, PTIN, and knowledge of Circular 230, with a minimum of 20 hours per week. Bilingual English/Spanish is a plus, and a United States residence is expected.