Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Cambridge (MA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a virtual setting. You will provide expert guidance, explain tax terms, and help customers complete their returns with confidence.

Responsibilities include using state-of-the-art video software to assist clients, delivering tax advice, and performing full-service return preparation. You will document interactions, work toward KPIs, and participate in ongoing training; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.

Responsibilities

• This is a virtual, customer-facing role; use video to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and comply with policies; meet KPI metrics.
• Participate in training and development as required by the business.

Skills

Tax preparation

Customer service

Video support

Bilingual (English/Spanish)

Education

PTIN or able to obtain PTIN

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a virtual setting. You will provide expert guidance, explain tax terms, and help customers complete their returns with confidence.

Responsibilities include using state-of-the-art video software to assist clients, delivering tax advice, and performing full-service return preparation. You will document interactions, work toward KPIs, and participate in ongoing training; bilingual English/Spanish is a plus.