Remote Tax Pro - Expert Returns & Client Guidance

Intuit, Inc.; West Lafayette (IN); À distance; USD 28 000 - 36 000; Plein temps

Avantages offerts par ce poste

Cash bonus

Equity rewards

Benefits

Résumé du poste

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to help TurboTax users complete their taxes and understand tax terms. The position emphasizes expert guidance, empathy, and clear communication while enhancing the customer experience.

You will provide tax advice, full service return preparation with signatures, and respond to product inquiries via video interactions. A PTIN, state licenses, and ongoing compliance training are required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• 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 able to work a minimum of 20 hours per week.
• Proficient with technology and computers.
• Strong customer service skills with professional video and audio communication.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsabilités

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product inquiries.
• Perform tax calculations and ensure accurate interactions; document customer conversations and outcomes.
• Contribute to high-quality customer experiences with empathy and expertise in tax preparation.
• Follow defined procedures to troubleshoot tax advice inquiries and resolve issues.
• Participate in training and development as required by the business.

Connaissances

Tax preparation

Customer service

Video tools

Bilingual English/Spanish

Tech proficiency

Communication

Formation

Active PTIN

Outils

TurboTax

Smartlook

Description du poste

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role to help TurboTax users complete their taxes and understand tax terms. The position emphasizes expert guidance, empathy, and clear communication while enhancing the customer experience.

You will provide tax advice, full service return preparation with signatures, and respond to product inquiries via video interactions. A PTIN, state licenses, and ongoing compliance training are required.