Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Springfield (IL); Remote; USD 29,000 - 37,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers with federal and state tax returns using TurboTax. You will deliver expert guidance, tax preparation, and explanations of tax terms while aiming to delight customers and uphold the Intuit brand.

The role emphasizes strong communication, adaptability in a fast-paced environment, and the ability to work a minimum of 20 hours per week from a remote location within the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 return preparation for at least 30 clients per season using commercial tax software.
• Active PTIN required.
• Must reside in the United States and be willing to work a minimum of 20 hours per week.
• Strong verbal and written communication skills, with ability to explain tax terms clearly.

Responsibilities

• Virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product questions.
• Document customer interactions and work toward KPI metrics and big bet goals.
• Complete required training and development programs as assigned.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone support

PTIN holder

Circular 230 knowledge

Technical proficiency

Remote work

Tools

Tax software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers with federal and state tax returns using TurboTax. You will deliver expert guidance, tax preparation, and explanations of tax terms while aiming to delight customers and uphold the Intuit brand.

The role emphasizes strong communication, adaptability in a fast-paced environment, and the ability to work a minimum of 20 hours per week from a remote location within the United States. Bilingual English/Spanish is a plus.