Remote Tax Pro for 1040 Returns | Virtual Client Help

Intuit, Inc.; Eugene (OR); Remote; USD 40,000 - 65,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional for a remote, customer-facing position to assist TurboTax users with tax preparation, advice, and explanations of tax terms. You will interact with customers via video and provide high-quality service while adhering to company policies and training requirements.

The role requires at least 2 years of 1040 experience, PTIN, and strong communication skills. A dedicated internet connection and the ability to work at least 20 hours per week are essential.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses or permits.
• Active Preparer Tax Identification Number (PTIN) required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Strong customer service, verbal and written communication, and problem-solving skills.

Responsibilities

• This is a virtual, customer-facing role; use our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and business goals.
• Participate in training and development programs as required by the business.
• Explain tax terms in plain language using government and professional resources.

Skills

Tax preparation knowledge

Customer service

Communication skills

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a tax professional for a remote, customer-facing position to assist TurboTax users with tax preparation, advice, and explanations of tax terms. You will interact with customers via video and provide high-quality service while adhering to company policies and training requirements.

The role requires at least 2 years of 1040 experience, PTIN, and strong communication skills. A dedicated internet connection and the ability to work at least 20 hours per week are essential.