Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Fort Lauderdale (FL); Remote; USD 29,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a remote tax preparer with 2+ years of federal/state 1040 experience to assist TurboTax customers virtually. You will provide tax guidance, complete returns, and answer product questions using secure video tools.

The role requires PTIN, state licenses, strong communication, and ability to work at least 20 hours per week, from within the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and general computer operations.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated wired internet connection meeting security criteria.
• Residence in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Address product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics and goals.
• Participate in pilot testing and training as required.

Skills

Customer service

Communication skills

Bilingual (English/Spanish)

Technology aptitude

Education

Tax preparer license/PTIN

Tools

TurboTax software

Smartlook video tool

Job description

Intuit, Inc. seeks a remote tax preparer with 2+ years of federal/state 1040 experience to assist TurboTax customers virtually. You will provide tax guidance, complete returns, and answer product questions using secure video tools.

The role requires PTIN, state licenses, strong communication, and ability to work at least 20 hours per week, from within the United States. Bilingual English/Spanish is a plus.