Remote Tax Pro for 1040 Returns & Guidance

Intuit, Inc.; Town of Ossining (NY); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax users complete their returns. You will explain tax terms, provide guidance, and deliver accurate, friendly support using video and chat tools.

Requirements include 2+ years federal/state return experience, active PTIN, knowledge of Circular 230, and the ability to work at least 20 hours per week from a U.S. location. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for 30+ clients per season.
• Active PTIN (Preparer Tax Identification Number) and ability to obtain state licenses if required.
• Working knowledge of Circular 230 and tax rules.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and follow company procedures to resolve inquiries.
• Meet KPI metrics and participate in training and pilot projects as needed.

Skills

Tax preparation

Customer service

Video support

Bilingual EN/ES

Tech savvy

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax users complete their returns. You will explain tax terms, provide guidance, and deliver accurate, friendly support using video and chat tools.

Requirements include 2+ years federal/state return experience, active PTIN, knowledge of Circular 230, and the ability to work at least 20 hours per week from a U.S. location. Bilingual English/Spanish is a plus.