Remote Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Chula Vista (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a remote tax professional to guide customers through their tax returns using TurboTax. You will deliver expert explanations of tax concepts, perform full service returns, and help customers understand software features while upholding Intuit's brand promises.

You will interact with customers via video and audio tools, document interactions, and aim to meet KPI targets. The role requires 2+ years of federal/state return experience, a PTIN, and a willingness to work at least 20

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service through video and audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Ability to work in fast-paced environment with minimal supervision.
• Must have or obtain dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and maintain quality experiences.
• Meet KPI metrics and participate in pilots and trainings as required.
• Apply procedures and company policies to resolve tax inquiries.

Skills

Tax prep

Customer service

Communication

Bilingual English/Spanish

Problem solving

Tools

TurboTax

Job description

Intuit, Inc. seeks a remote tax professional to guide customers through their tax returns using TurboTax. You will deliver expert explanations of tax concepts, perform full service returns, and help customers understand software features while upholding Intuit's brand promises.

You will interact with customers via video and audio tools, document interactions, and aim to meet KPI targets. The role requires 2+ years of federal/state return experience, a PTIN, and a willingness to work at least 20