Remote Tax Pro: Expert Returns & Customer Support

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

Job summary

Intuit, Inc. seeks a motivated tax professional to assist customers remotely with tax preparation and expert guidance using TurboTax products. You will explain tax terms, perform calculations, and ensure compliant, accurate filings through video interactions.

The role emphasizes empathy, clear communication, and utilization of government resources to resolve inquiries. Candidates must meet PTIN requirements and be US-based.

Qualifications

• Minimum 2+ years of federal/state 1040 returns for at least 30 clients per season.
• Must possess or obtain a PTIN and keep current as required.
• Willing to work a minimum of 20 hours per week and reside in the United States.
• Strong communication skills and ability to explain tax concepts clearly.

Responsibilities

• Assist customers remotely via video communications to complete tax returns.
• Provide tax advice, handle full service return preparation, and obtain signatures.
• Answer product and software inquiries and perform tax calculations as needed.
• Create high quality customer interactions with empathy and expertise.
• Utilize government sites and resources to provide accurate answers.
• Follow defined procedures and policies to resolve tax questions.
• Document all customer interactions for tracking and quality.
• Work toward KPI metrics and participate in pilot projects as required.
• Complete training and development programs as directed.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/communication tools

Problem solving

Research skills

Education

PTIN credential

Tools

TurboTax software

Job description

Intuit, Inc. seeks a motivated tax professional to assist customers remotely with tax preparation and expert guidance using TurboTax products. You will explain tax terms, perform calculations, and ensure compliant, accurate filings through video interactions.

The role emphasizes empathy, clear communication, and utilization of government resources to resolve inquiries. Candidates must meet PTIN requirements and be US-based.