Remote Tax Pro: Expert 1040 Prep & Customer Guidance

Intuit, Inc.

Harrisburg (Dauphin County)

Remote

USD 26,000 - 39,000

Part time

20 hours ago

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Job summary

Intuit, Inc. is seeking individuals with tax preparation experience for a virtual, customer-facing role helping TurboTax customers complete their returns and navigate tax concepts. The position emphasizes clear communication, empathy, and adherence to compliance standards.

Training and development are provided, with a requirement of at least 20 hours per week and US residency. The role involves advising on tax returns, providing full-service preparation and signature, and handling product

Qualifications

2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
Active PTIN or ability to obtain PTIN.
Proficient with technology and tax software.
Willing to work a minimum of 20 hours per week.
Knowledge of Circular 230.
Ability to reside in the United States.
Strong customer service and communication skills.

Responsibilities

This is a virtual, customer-facing role using video communications to interact with customers.
Assist TurboTax customers with tax returns: tax advice, full service preparation and signature, product inquiries, and tax calculations.
Create high quality customer interactions and experiences using empathy and tax knowledge.
Document customer interactions and resolve inquiries following defined procedures.
Meet KPI metrics and participate in trainings and validations.
Complete required training and development as determined by the business.