Remote Tax Pro & TurboTax Expert

Intuit, Inc.; Fort Collins (CO); Remote; USD 29.000 - 39.000; Teilzeit

Zusammenfassung

Intuit, Inc. is seeking a tax professional to help TurboTax customers remotely with expert tax guidance, return preparation, and clear explanations of tax terms. This role emphasizes accurate, empathetic service and adherence to policy while using our secure video tools.

You will document interactions, meet performance KPIs, and participate in ongoing training. A minimum of 2+ years of preparation experience and a valid PTIN are required, with bilingual English/Spanish being a plus.

Qualifikationen

• 2+ years of federal/state 1040 tax return preparation for at least 30 clients/season using tax software.
• Active PTIN and ability to obtain state licenses as required.
• Knowledge of Circular 230 and tax compliance standards.
• Willingness to work at least 20 hours per week.
• Strong tech skills and comfort with video/audio tools.
• Bilingual English/Spanish would be a plus.

Aufgaben

• Virtual, customer-facing role using video communications to assist TurboTax customers.
• Provide tax advice, full-service return preparation, and software inquiries.
• Explain tax terms in plain language and document interactions.
• Follow procedures to troubleshoot and resolve tax questions.
• Meet KPIs and participate in projects and training as required.

Kenntnisse

Tax preparation experience

Customer service

Communication skills

Problem solving

Fast-paced environment adaptability

Internet connection ready

Bilingual (English/Spanish)

Location in United States

Tech proficiency

Ausbildung

PTIN

State licenses / certificates

Tools

Smartlook

Jobbeschreibung

Intuit, Inc. is seeking a tax professional to help TurboTax customers remotely with expert tax guidance, return preparation, and clear explanations of tax terms. This role emphasizes accurate, empathetic service and adherence to policy while using our secure video tools.

You will document interactions, meet performance KPIs, and participate in ongoing training. A minimum of 2+ years of preparation experience and a valid PTIN are required, with bilingual English/Spanish being a plus.