Remote Tax Pro - Expert Returns & TurboTax Support

Intuit, Inc.; Mesa (AZ); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist for a remote, customer-facing role. You will guide customers through their TurboTax returns with expert advice, perform full-service preparation and signatures, and respond to tax questions using plain language.

Requirements include 2+ years of 1040 preparation for many clients, PTIN, state licenses, and strong communication. A dedicated internet connection and US residency are needed; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service; able to interact through video/audio tools professionally.
• Excellent verbal and written communication.
• Critical thinking and problem solving in a fast-paced environment.
• Must have or willing to obtain a dedicated hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Create high quality customer interactions using deep tax knowledge.
• Document customer interactions and resolve inquiries per procedures.
• Strive to meet KPI metrics and participate in pilots and projects.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal and written communication

Bilingual English/Spanish

Problem solving

Fast-paced work

Tech proficiency

Education

State licenses or permits

PTIN holder

Tools

TurboTax

Video chat software

Job description

Intuit, Inc. is seeking a tax-preparation specialist for a remote, customer-facing role. You will guide customers through their TurboTax returns with expert advice, perform full-service preparation and signatures, and respond to tax questions using plain language.

Requirements include 2+ years of 1040 preparation for many clients, PTIN, state licenses, and strong communication. A dedicated internet connection and US residency are needed; bilingual English/Spanish is a plus.