Remote Tax Pro: Expert Tax Prep & Guidance

Intuit, Inc.; Traverse City (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will interact via video, provide tax advice, perform full service returns, and clearly explain tax and software concepts to clients.

Candidates should have 2+ years of federal/state return experience, a valid PTIN, and be ready to meet training and compliance standards. Bilingual English/Spanish is a plus, and applicants must reside in the United States.

Qualifications

• 2+ years of federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation, and explanations of tax terms.
• Document customer interactions and work toward meeting KPI metrics.

Skills

Customer service

Video communication

Tax knowledge

Communication skills

Problem solving

Education

Active PTIN

State licenses

Tools

Tax software

Video conferencing

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will interact via video, provide tax advice, perform full service returns, and clearly explain tax and software concepts to clients.

Candidates should have 2+ years of federal/state return experience, a valid PTIN, and be ready to meet training and compliance standards. Bilingual English/Spanish is a plus, and applicants must reside in the United States.