Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Newton (MA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely. This part-time, virtual role focuses on guiding users through federal and state tax returns, providing expert tax advice, and performing full service preparation with clear explanations of tax terms.

A strong emphasis on customer empathy and high-quality service is required. You will use our video tools to interact with customers, document interactions, and meet performance KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season with commercial tax software.
• Active PTIN
• Willing to obtain State licenses/certificates/permits/bonds
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria
• Experience with Circular 230 is preferred
• Available to work minimum 20 hours per week
• Strong customer service via video/audio tools
• Excellent verbal and written communication skills
• Ability to work in a fast-paced environment with minimal supervision
• Reside in the United States
• Bilingual English/Spanish is a plus

Responsibilities

• This is a virtual, customer-facing role; use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions and explain tax terms in everyday language.
• Document customer interactions and resolve inquiries per company policies.
• Meet KPI metrics and participate in pilots and validation projects.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Critical thinking

Problem solving

Fast-paced work

Dedicated internet connection

Bilingual English/Spanish

Tools

Tax software

Video communication tools

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely. This part-time, virtual role focuses on guiding users through federal and state tax returns, providing expert tax advice, and performing full service preparation with clear explanations of tax terms.

A strong emphasis on customer empathy and high-quality service is required. You will use our video tools to interact with customers, document interactions, and meet performance KPIs.