Remote Tax Pro: Expert 1040 Returns & Customer Guidance

Intuit, Inc.; Lincolnshire (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers with their federal and state returns using TurboTax products. You will provide expert tax guidance, perform full service return preparation, and explain tax terms in everyday language.

Strong communication, a customer-first mindset, and at least 2 years of recent tax prep experience are required. A minimum of 20 hours per week and a PTIN are mandatory; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 return experience for at least 30 clients per season.
• Active PTIN required.
• State licenses, certificates, permits or bonds as applicable.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video tools.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms clearly and document customer interactions.
• Meet KPIs and participate in training and special projects.

Skills

Tax preparation

Customer service

Communication skills

Video chat

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers with their federal and state returns using TurboTax products. You will provide expert tax guidance, perform full service return preparation, and explain tax terms in everyday language.

Strong communication, a customer-first mindset, and at least 2 years of recent tax prep experience are required. A minimum of 20 hours per week and a PTIN are mandatory; bilingual English/Spanish is a plus.