Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Saginaw (MI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state returns, using our video tools and TurboTax software. You will explain tax terms clearly, provide guidance, and help ensure accurate, timely returns.

Qualified candidates have 2+ years of 1040 experience, an active PTIN, and must be able 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 1040 returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Experience with TurboTax or similar software.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Use government sites and resources to deliver the right answer in everyday language.
• Document customer interactions and meet KPI metrics and goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation expertise

Customer service

Communication skills

Video interactions

Education

PTIN credential

State licenses/certificates

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a virtual Tax Expert to assist TurboTax customers with federal and state returns, using our video tools and TurboTax software. You will explain tax terms clearly, provide guidance, and help ensure accurate, timely returns.

Qualified candidates have 2+ years of 1040 experience, an active PTIN, and must be able to work at least 20 hours per week from within the United States. Bilingual English/Spanish is a plus.