Remote Tax Pro: TurboTax Expert & Guidance

Intuit, Inc.; Portland (ME); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 returns and strong customer service skills. You will guide customers through tax questions, provide explanations, and perform full-service return preparation using TurboTax products.

The role requires reliance on video tools, adherence to tax regulations, and the ability to work at least 20 hours per week from a remote setting within the United States. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season with commercial tax software.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication.
• Able to think critically, solve problems, and research.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Assist TurboTax customers with tax returns, including full service return preparation and signatures.
• Provide tax advice and answer product inquiries.
• Document customer interactions and use government resources to provide accurate answers.
• Follow defined policies to resolve tax advice and preparation inquiries.
• Meet performance KPI metrics and participate in pilots and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual EN/ES

Video conferencing

PTIN holder

State licenses eligible

Tech savvy

Fast learner

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional with experience preparing federal and state 1040 returns and strong customer service skills. You will guide customers through tax questions, provide explanations, and perform full-service return preparation using TurboTax products.

The role requires reliance on video tools, adherence to tax regulations, and the ability to work at least 20 hours per week from a remote setting within the United States. Bilingual English/Spanish is a plus.