Remote Tax Pro - Expert Returns & Guidance

Intuit, Inc.; Camp Hill (Cumberland County); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert explanations, and ensure accurate returns using state-of-the-art video interaction tools.

Flexibility includes a minimum of 20 hours per week while meeting performance goals. You must have recent federal/state 1040 experience, an active PTIN, and knowledge of Circular 230.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills; professional, friendly, and confident video communication.
• Excellent verbal and written communication skills.
• Must reside in the United States.
• Bilingual English/Spanish communication skills a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software (Smartlook) to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and apply company procedures to resolve inquiries.
• Meet KPI metrics and participate in trainings and pilot testing as required.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish (plus)

Video/remote interactions

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax preparation, provide expert explanations, and ensure accurate returns using state-of-the-art video interaction tools.

Flexibility includes a minimum of 20 hours per week while meeting performance goals. You must have recent federal/state 1040 experience, an active PTIN, and knowledge of Circular 230.