Remote Tax Pro — Expert 1040 Prep & Virtual Support

Intuit, Inc.; Livonia (MI); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with tax preparation, explanations of terms, and expert guidance.

This virtual, customer-facing role uses our video communications software to help clients complete their federal and state returns accurately. You will provide tax advice, assist with full service returns and signatures, answer product questions, and document interactions.

Qualifications

• 2+ years of recent federal/state 1040 tax return experience for at least 30 clients per season.
• Must have or be able to obtain PTIN and any required state licenses.
• Must possess a working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish communication skills a plus.
• Must reside in the United States.

Responsibilities

• Operate in a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product inquiries and explain tax concepts in clear, everyday language.
• Document customer interactions accurately.
• Contribute toward KPIs and participate in trainings and tests as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with tax preparation, explanations of terms, and expert guidance.

This virtual, customer-facing role uses our video communications software to help clients complete their federal and state returns accurately. You will provide tax advice, assist with full service returns and signatures, answer product questions, and document interactions.