Remote Tax Pro - Expert Returns & Customer Guidance

Intuit, Inc.; Tyler (TX); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a remote, virtual role helping TurboTax customers complete their returns and understand tax terms.

You will provide expert guidance, perform full service return preparation, and respond to product questions with clear, friendly explanations. Requirements include at least 2 years of federal/state 1040 prep for many clients, active PTIN, strong communication skills, and ability to work a minimum of 20 hours per week.

Qualifications

• Minimum 2 years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds; active PTIN.
• Willingness to work a minimum of 20 hours per week; strong communication and technology skills.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Create high quality customer interactions with empathy and tax knowledge; document interactions.
• Follow procedures to troubleshoot inquiries and meet KPI metrics.
• Participate in training, cross-training, and project work as needed.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Problem solving

Fast-paced work environment

Tools

TurboTax

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a remote, virtual role helping TurboTax customers complete their returns and understand tax terms.

You will provide expert guidance, perform full service return preparation, and respond to product questions with clear, friendly explanations. Requirements include at least 2 years of federal/state 1040 prep for many clients, active PTIN, strong communication skills, and ability to work a minimum of 20 hours per week.