Remote Tax Pro - Expert 1040 Prep & Client Guidance

Intuit, Inc.; Fort Wayne (IN); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers from a remote setting. You will provide expert tax guidance, prepare returns, and explain tax concepts using clear everyday language.

The role emphasizes customer service, accuracy, and adherence to policy while working with video interactions. The position requires 2+ years of 1040 experience, active PTIN, state licenses, and reliable internet.

Qualifications

• 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.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers via video and audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice to TurboTax customers working on their returns or those delegated to you.
• Perform full service tax return preparation and signature.
• Answer product and software inquiries.
• Perform tax calculations.
• Deliver high quality customer interactions with empathy and expertise.
• Refer to government websites and resources to answer customer questions.
• Follow defined practices and policies to troubleshoot inquiries.
• Document customer interactions in the system.
• Aim to meet KPIs and Big Bet Goals.
• Participate in pilot tests and projects as needed.
• Complete training and development as required by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Fast-paced work

Bilingual English/Spanish

Education

PTIN

State licenses/certificates

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers from a remote setting. You will provide expert tax guidance, prepare returns, and explain tax concepts using clear everyday language.

The role emphasizes customer service, accuracy, and adherence to policy while working with video interactions. The position requires 2+ years of 1040 experience, active PTIN, state licenses, and reliable internet.