Remote Tax Pro: Expert Returns & Customer Support

Intuit, Inc.; Macon (GA); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

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

You will help customers complete their taxes using TurboTax products, providing expert guidance, tax preparation, and explanations of tax terms to customers. You will interact with customers through our video communications software and deliver high-quality experiences with empathy and deep expertise in tax preparation.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return preparation for at least 30 clients per season.
• Active PTIN or ability to obtain PTIN.
• State licenses/certificates/permits/bonds may be required.
• Willingness to work minimum 20 hours per week.
• Proficient with technology and computer operations.

Responsibilities

• Interact with customers via video and audio tools in a professional, friendly manner.
• Provide tax advice, full service return preparation and signatures.
• Answer product/software questions and provide explanations of tax terms.
• Document customer interactions and work toward KPIs and goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

PTIN

State licenses

Video communications software

Bilingual English/Spanish

Customer service

Tools

Video conferencing software

Job description

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

You will help customers complete their taxes using TurboTax products, providing expert guidance, tax preparation, and explanations of tax terms to customers. You will interact with customers through our video communications software and deliver high-quality experiences with empathy and deep expertise in tax preparation.