Remote Tax Pro - Expert 1040 Prep & Client Guidance

Intuit, Inc.; Milwaukee (WI); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax in a remote, customer-facing role.

You will provide tax advice, perform full service return preparation and signature, explain tax terms in plain language, and document interactions. Requires 2+ years of tax preparation experience and PTIN; bilingual English/Spanish is a plus. Remote work with flexible hours; training and development provided.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain 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.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and expertise in tax preparation.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.

Skills

Tax prep

Customer service

Communication skills

Bilingual EN/ES

Education

PTIN

State licenses/certifications

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes using TurboTax in a remote, customer-facing role.

You will provide tax advice, perform full service return preparation and signature, explain tax terms in plain language, and document interactions. Requires 2+ years of tax preparation experience and PTIN; bilingual English/Spanish is a plus. Remote work with flexible hours; training and development provided.