Remote Tax Pro & TurboTax Expert

Intuit, Inc.; Los Gatos (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to file accurately from home. You will interact with customers via our video platform, handle tax questions, and perform full-service return preparation with signature, while meeting KPIs and participating in ongoing training and skills

Qualifications

• 2+ years of federal and state 1040 tax return preparation experience for 30+ clients per season.

Responsibilities

• This is a virtual, customer-facing role; you will be using Smartlook to interact with customers.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video communication tools

PTIN possession

Circular 230 knowledge

Tech-savvy

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help customers complete their taxes using TurboTax products in a virtual setting.

You will provide expert guidance, tax preparation, and explanations of tax terms, aiming to empower customers to file accurately from home. You will interact with customers via our video platform, handle tax questions, and perform full-service return preparation with signature, while meeting KPIs and participating in ongoing training and skills