Remote Tax Pro for 1040 Returns

Intuit, Inc.; Gainesville (GA); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist for a virtual, customer-facing role. You will guide customers through their TurboTax returns, offer tax explanations, and perform full-service return preparation and signatures from a remote location.

The ideal candidate has 2+ years of federal and state return experience, a valid PTIN, and strong communication skills. You must reside in the United States and be willing to complete required training and certification updates.

Qualifications

• 2+ years of federal and state individual 1040 tax return prep experience for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certifications.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Excellent verbal and written communication skills.
• Willing to obtain required training and comply with compliance policies.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and troubleshoot tax questions.
• Meet KPI metrics and participate in pilots and training as needed.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

PTIN

Circular 230 knowledge

Video/phone tools

Remote work etiquette

Internet reliability

Strong communication

Analytical thinking

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation specialist for a virtual, customer-facing role. You will guide customers through their TurboTax returns, offer tax explanations, and perform full-service return preparation and signatures from a remote location.

The ideal candidate has 2+ years of federal and state return experience, a valid PTIN, and strong communication skills. You must reside in the United States and be willing to complete required training and certification updates.