Remote Tax Pro: Expert Returns & Client Support

Intuit, Inc.; Laurel (MD); A distancia; USD 29.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Cash bonus

Equity rewards

Benefits

Descripción de la vacante

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers remotely. You will guide clients through federal and state returns, explain tax terms, and deliver expert guidance via video interactions.

The role emphasizes accurate tax preparation, clear communication, and a customer-centric approach. Responsibilities include tax advice, full service return preparation, and handling product inquiries while documenting interactions and meeting KPI targets.

Formación

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain related licenses as needed.
• Working knowledge of Circular 230.
• Willingness to work minimum 20 hours per week.
• Strong verbal and written communication skills.

Responsabilidades

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Explain tax concepts and software features in plain, everyday language.
• Document customer interactions and work toward meeting KPI metrics.
• Participate in pilot tests, projects, and required trainings as determined by the business.

Conocimientos

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

PTIN knowledge

Descripción del empleo

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers remotely. You will guide clients through federal and state returns, explain tax terms, and deliver expert guidance via video interactions.

The role emphasizes accurate tax preparation, clear communication, and a customer-centric approach. Responsibilities include tax advice, full service return preparation, and handling product inquiries while documenting interactions and meeting KPI targets.