Remote Tax Pro: Expert 1040 Prep & Customer Guidance

Intuit, Inc.; Cameron Park (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to guide customers through federal and state 1040 returns in a virtual, customer-facing role. You will use TurboTax products to provide expert tax advice, prepare returns, and explain tax concepts in plain language.

You will document interactions, work toward KPI targets, and participate in training and pilot projects as needed. A PTIN is required and travel is minimal as this is a remote position.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns 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 minimum 20 hours per week.
• Proficient with technology; solid computer operations knowledge.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Meet KPI metrics and participate in pilots and trainings as required.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced work

Education

PTIN (Preparer Tax Identification Number)

Job description

Intuit, Inc. is seeking a tax professional to guide customers through federal and state 1040 returns in a virtual, customer-facing role. You will use TurboTax products to provide expert tax advice, prepare returns, and explain tax concepts in plain language.

You will document interactions, work toward KPI targets, and participate in training and pilot projects as needed. A PTIN is required and travel is minimal as this is a remote position.