Remote Tax Pro - Full-Service 1040 Expert

Intuit, Inc.; Kennesaw (GA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-savvy professional for a fully remote, customer-facing role focused on guiding clients through TurboTax product use and tax preparation.

You will interact with customers via video tools, provide tax advice, and support their returns with clear explanations of tax concepts. The position requires 2+ years of federal/state tax return experience, a PTIN, and ability to work at least 20 hours per week.

Qualifications

• Two+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN (Preparer Tax Identification Number).
• Knowledge of Circular 230 and tax regulations.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and strong verbal/written communication skills.
• Able to work remotely with a dedicated hardwired internet connection meeting security criteria.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Explain tax terms in plain language and document customer interactions.
• Adhere to company procedures to troubleshoot and resolve tax questions.
• Meet KPIs and participate in pilots or projects as needed.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Communication

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a tax-savvy professional for a fully remote, customer-facing role focused on guiding clients through TurboTax product use and tax preparation.

You will interact with customers via video tools, provide tax advice, and support their returns with clear explanations of tax concepts. The position requires 2+ years of federal/state tax return experience, a PTIN, and ability to work at least 20 hours per week.