Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Orlando (FL); A distancia; USD 28.000 - 39.000; Jornada completa

Descripción de la vacante

Intuit, Inc. seeks a qualified tax professional to assist customers with TurboTax product usage and income tax preparation. This remote, customer-facing role emphasizes guidance, accuracy, and clear explanations of tax terms.

You will interact with customers via advanced video tools, provide service with empathy, and document outcomes in the system. The position requires 2+ years of 1040 experience, PTIN, and ability to work at least 20 hours weekly, with strong communication and tech skills.

Formación

• 2+ years preparing federal and state individually filed 1040 returns for 30+ clients per season using tax software.
• Possess or obtain related state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and computer skills.
• Strong customer service with professional, friendly, and confident communication.
• Excellent verbal and written communication.
• Able to work in a fast-paced environment with minimal supervision.

Responsabilidades

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Use government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and data in systems.
• Meet KPI metrics and contribute to Big Bet Goals.
• Participate in training, pilot tests, and additional programs as required.

Conocimientos

Tax preparation

Customer service

Video/online interactions

Bilingual English/Spanish

Educación

State licenses or permits

PTIN holder or able to obtain

Herramientas

Tax software

Descripción del empleo

Intuit, Inc. seeks a qualified tax professional to assist customers with TurboTax product usage and income tax preparation. This remote, customer-facing role emphasizes guidance, accuracy, and clear explanations of tax terms.

You will interact with customers via advanced video tools, provide service with empathy, and document outcomes in the system. The position requires 2+ years of 1040 experience, PTIN, and ability to work at least 20 hours weekly, with strong communication and tech skills.