Remote Tax Pro: Expert Guidance & Prep

Intuit, Inc.; Troy (MI); À distance; USD 46 000 - 59 000; Temps partiel

Résumé du poste

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal and state 1040 returns using TurboTax. You will provide expert tax guidance via video, perform full-service return preparation, and explain tax terms in everyday language.

Requirements include 2+ years of tax prep, active PTIN and state licenses, and strong communication skills. Remote role with flexible hours, with training and KPI expectations.

Qualifications

• 2+ years preparing federal and state 1040 returns for at least 30 customers per season.
• Active PTIN (or ability to obtain) and state licenses.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong tech and communication skills.

Responsabilités

• Virtual, customer-facing tax expert via video software.
• Provide tax advice and full-service return preparation.
• Troubleshoot using government sites and professional resources.
• Document customer interactions and meet KPIs.
• Participate in pilots, projects, and trainings as needed.

Connaissances

Tax preparation

Customer service

Verbal & written communication

Tech proficiency

Video conferencing

Bilingual English/Spanish (nice tohave

Formation

Active PTIN

State licenses/certificates

Circular 230 knowledge

Outils

TurboTax software

Smartlook video software

Description du poste

Intuit, Inc. is seeking a virtual tax professional to help customers complete federal and state 1040 returns using TurboTax. You will provide expert tax guidance via video, perform full-service return preparation, and explain tax terms in everyday language.

Requirements include 2+ years of tax prep, active PTIN and state licenses, and strong communication skills. Remote role with flexible hours, with training and KPI expectations.