Remote Tax Pro — Expert Tax Prep & Virtual Support

Intuit, Inc.

Moreno Valley (CA)

Remote

USD 31,000 - 39,000

Full time

17 hours ago
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Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with tax preparation using TurboTax products in a virtual setting. You will guide clients through federal and state returns, provide explanations, and ensure accurate, compliant filings.

The role requires 2+ years of 1040 experience, PTIN, state licenses, and a wired internet connection. You must reside in the United States and be able to work at least 20 hours weekly; bilingual English/Spanish is a plus.

Qualifications

  • 2+ years of 1040 prep for 30+ clients per season.
  • Must possess or obtain state tax licenses/permits.
  • Active PTIN required.
  • Knowledge of Circular 230.
  • Available to work at least 20 hours/week.
  • Proficient with computers and software.
  • Strong video/audio customer service skills.
  • Excellent verbal and written communication.
  • Strong problem-solving and research skills.
  • Ability to work in fast-paced, self-directed environment.
  • Hardwired internet connection required.
  • Bilingual English/Spanish a plus.
  • Residence in the United States required.

Responsibilities

  • Virtual, customer-facing role using video software to interact with customers.
  • Provide tax advice and full-service return preparation and signature.
  • Assist with product inquiries and tax calculations.
  • Create high quality customer interactions with empathy and tax expertise.
  • Document customer interactions and resolve inquiries per procedures.
  • Meet KPI metrics and participate in pilots and trainings.
  • Complete required training and development as determined by the company.

Skills

Customer service
Tax knowledge
Verbal & written communication
Bilingual English/Spanish
Problem solving

Education

PTIN

Tools

TurboTax
Video conferencing

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with tax preparation using TurboTax products in a virtual setting. You will guide clients through federal and state returns, provide explanations, and ensure accurate, compliant filings.

The role requires 2+ years of 1040 experience, PTIN, state licenses, and a wired internet connection. You must reside in the United States and be able to work at least 20 hours weekly; bilingual English/Spanish is a plus.

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