Remote Tax Pro: Virtual Returns & Guidance

Intuit, Inc.

Athens (GA)

Remote

USD 30,000 - 39,000

Full time

8 hours ago
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Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns remotely. The role emphasizes expert tax guidance, clear explanations, and strong customer service through video interactions.

You will handle tax advice, full service return preparation, product inquiries, and calculations, while documenting interactions and meeting KPI targets. A minimum of 2 years' experience, PTIN, and US residency required; Spanish bilingual is a

Qualifications

  • 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial 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.
  • Willingness to work a minimum of 20 hours per week.
  • Bilingual English/Spanish a plus.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role; you will interact with customers using our video communications software.
  • Provide tax advice and assist with full service return preparation and signature.
  • Address product/software inquiries and perform tax calculations.
  • Create high quality customer interactions that instill confidence using deep knowledge of tax preparation.
  • Document customer interactions and help meet KPI metrics and Big Bet Goals.
  • Participate in training and development as required by the business.

Skills

Customer service
Verbal & written communication
Tech savvy

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help TurboTax customers complete their federal and state returns remotely. The role emphasizes expert tax guidance, clear explanations, and strong customer service through video interactions.

You will handle tax advice, full service return preparation, product inquiries, and calculations, while documenting interactions and meeting KPI targets. A minimum of 2 years' experience, PTIN, and US residency required; Spanish bilingual is a

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