Remote Tax Pro — Full-Service Return Prep

Intuit, Inc.; Madison (AL); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with expert tax advice, full service return preparation, and product support. You will communicate clearly via video tools and use reliable government sources to answer questions.

The role requires at least 2 years of 1040 prep experience for many clients, a PTIN, and willingness to train. A dedicated home internet connection is expected.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video communications.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and your expertise in tax preparation.
• Utilize government websites and resources to provide accurate answers in everyday language.
• Follow defined practices to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and progress in the system.
• Meet KPI targets and participate in pilots, projects, and validations.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Fast-paced work

Bilingual English/Spanish

Education

PTIN

State licenses/certificates

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with expert tax advice, full service return preparation, and product support. You will communicate clearly via video tools and use reliable government sources to answer questions.

The role requires at least 2 years of 1040 prep experience for many clients, a PTIN, and willingness to train. A dedicated home internet connection is expected.