Remote Tax Pro: Expert Returns & Client Guidance

Intuit, Inc.; Eugene (OR); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual role assisting TurboTax customers with tax preparation and explanations of tax terms. You will guide clients through returns and respond to product questions using clear everyday language.

The position requires 2+ years of 1040 preparation experience, PTIN, and ability to work at least 20 hours per week from a US residence. Bilingual English/Spanish is a plus.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Video conferencing

PTIN knowledge

Tools

Tax software

Video conferencing software

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual role assisting TurboTax customers with tax preparation and explanations of tax terms. You will guide clients through returns and respond to product questions using clear everyday language.

The position requires 2+ years of 1040 preparation experience, PTIN, and ability to work at least 20 hours per week from a US residence. Bilingual English/Spanish is a plus.