Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Boise (ID); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to assist customers remotely with federal and state tax returns using TurboTax software. You will provide tax advice, perform full service return preparation, and explain tax terms clearly in everyday language.

Applicants should have 2+ years of recent tax prep experience, an active PTIN, and be able to meet a minimum 20 hours per week. Bilingual EN/ES is a plus; must reside in the United States.

Qualifications

• 2+ years of federal and state 1040 tax return prep for 30+ clients per season using commercial software.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willingness to work at least 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns, including tax advice, full service return preparation and signature, product inquiries and tax calculations.
• Create high quality customer interactions using empathy and expertise in tax preparation.
• Document customer interactions and resolve inquiries per defined procedures and policies.
• Meet company KPI metrics and participate in pilots, projects, and validations; complete required training and development.

Skills

Tax prep experience

Communication skills

Bilingual EN/ES (nice to have)

Education

PTIN (Active)

Tools

TurboTax

Job description

Intuit, Inc. seeks a tax professional to assist customers remotely with federal and state tax returns using TurboTax software. You will provide tax advice, perform full service return preparation, and explain tax terms clearly in everyday language.

Applicants should have 2+ years of recent tax prep experience, an active PTIN, and be able to meet a minimum 20 hours per week. Bilingual EN/ES is a plus; must reside in the United States.