Remote Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Greensburg (Westmoreland County); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax preparer for a virtual, customer-facing role.

You will assist TurboTax customers with tax advice, full-service returns, and product inquiries, using video interactions to explain complex tax concepts in plain language. Requirements include 2+ years of federal/state 1040 prep, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours weekly from the United States.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation 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 PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language and document customer interactions.
• Work toward meeting KPI metrics and participate in trainings and projects as needed.
• Apply company procedures and policies to resolve inquiries and provide accurate guidance.
• Maintain customer trust through deep empathy and high-quality service.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a highly motivated tax preparer for a virtual, customer-facing role.

You will assist TurboTax customers with tax advice, full-service returns, and product inquiries, using video interactions to explain complex tax concepts in plain language. Requirements include 2+ years of federal/state 1040 prep, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours weekly from the United States.