Remote Tax Pro: Expert 1040 Prep & Client Help

Intuit, Inc.; Overland Park (KS); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in a virtual setting. You will help complete federal and state tax returns, provide tax guidance, and explain terms in clear, understandable language.

Requirements include 2+ years of tax preparation, an active PTIN, and the ability to obtain state licenses, with availability for at least 20 hours per week. This nationwide, remote role includes ongoing training and support from Intuit.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and state licenses or ability to obtain.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.
• Strong customer service skills and ability to explain tax concepts clearly.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice and full service return preparation and signature.
• Explain tax terms and guidance in plain language; assist with tax calculations.
• Document customer interactions and follow procedures to meet KPIs and participate in training.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Video/Audio tools

Bilingual EN/ES

Problem solving

Tech proficiency

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in a virtual setting. You will help complete federal and state tax returns, provide tax guidance, and explain terms in clear, understandable language.

Requirements include 2+ years of tax preparation, an active PTIN, and the ability to obtain state licenses, with availability for at least 20 hours per week. This nationwide, remote role includes ongoing training and support from Intuit.