Remote Tax Pro & Prep Specialist

Intuit, Inc.

Palm Desert (CA)

Remote

USD 31,000 - 39,000

Full time

20 hours ago
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Benefits offered by this job

Bonus eligibility
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their tax returns using TurboTax products in a virtual role.

You will provide expert guidance, explanations of tax terms, and ensure accurate completion and signature of returns, while delivering excellent customer experiences. You will leverage government resources and team expertise to deliver right answers in everyday language, adhere to policies, document interactions, and contribute to KPI metrics and

Qualifications

  • 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season using commercial tax software.
  • Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
  • Must possess an active PTIN.
  • Working knowledge of Circular 230.
  • Willing to work a minimum of 20 hours per week.

Responsibilities

  • This is a virtual, customer-facing role; you will interact with customers via video communications software (Smartlook).
  • Provide tax advice and full service return preparation and signature.
  • Assist with product/software inquiries and tax calculations.

Skills

Tax preparation
Customer service
Communication skills
Video/Audio interaction
Problem solving
Bilingual English/Spanish

Education

PTIN certification
State licenses/certificates

Tools

TurboTax
Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their tax returns using TurboTax products in a virtual role.

You will provide expert guidance, explanations of tax terms, and ensure accurate completion and signature of returns, while delivering excellent customer experiences. You will leverage government resources and team expertise to deliver right answers in everyday language, adhere to policies, document interactions, and contribute to KPI metrics and

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