Remote Tax Pro: Personal Returns & Client Guidance

Intuit, Inc.; Wilmington (DE); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a fully remote, virtual setting. You will guide clients through federal and state returns, provide tax explanations, and deliver exceptional service using video and audio tools.

Applicants should have 2+ years tax prep experience, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.

Qualifications

• 2+ years of federal and state individual tax return prep experience for many clients.
• Must have or be able to obtain PTIN and state licenses/certificates.
• Knowledge of Circular 230 and tax preparation compliance.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and video/communication tools.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Assist TurboTax customers with tax returns, signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and goals.
• Complete required trainings and compliance programs as determined by the business.

Skills

Tax preparation

Customer service

Video/phone communication

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers in a fully remote, virtual setting. You will guide clients through federal and state returns, provide tax explanations, and deliver exceptional service using video and audio tools.

Applicants should have 2+ years tax prep experience, PTIN, Circular 230 knowledge, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.