Remote Tax Pro: Virtual 1040 Prep & Guidance

Intuit, Inc.; Modesto (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a fully remote, customer-facing role helping clients complete their federal and state tax returns using TurboTax products. You will provide tax guidance, perform full service return preparation, and respond to product inquiries with clear, everyday language.

Ideal candidates have 2+ years of tax prep experience, active PTIN, and knowledge of Circular 230. The position requires a minimum of 20 hours per week and a dedicated hardwired internet

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a fully remote, customer-facing role helping clients complete their federal and state tax returns using TurboTax products. You will provide tax guidance, perform full service return preparation, and respond to product inquiries with clear, everyday language.

Ideal candidates have 2+ years of tax prep experience, active PTIN, and knowledge of Circular 230. The position requires a minimum of 20 hours per week and a dedicated hardwired internet