Remote Tax Pro: Virtual Tax Advisory & Prep

Intuit, Inc.; Bloomington (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation professional for a fully virtual customer-facing role based in the United States.

You will assist customers with federal and state tax returns, provide tax guidance, and perform full service return preparation with signature, using TurboTax products, while maintaining excellent customer service and strict compliance. The position requires 2+ years of tax return preparation experience, an active PTIN, knowledge of Circular 230, and the ability to work at

Qualifications

• 2+ years of recent experience preparing federal and state tax returns for at least 30 clients per season using commercial tax preparation software.
• Active PTIN required.
• Knowledge of Circular 230.
• Willingness to work minimum of 20 hours per week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
• Create high quality customer interactions using empathy and tax expertise.
• Document customer interactions and work toward KPI metrics and program goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Tech proficiency

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax preparation professional for a fully virtual customer-facing role based in the United States.

You will assist customers with federal and state tax returns, provide tax guidance, and perform full service return preparation with signature, using TurboTax products, while maintaining excellent customer service and strict compliance. The position requires 2+ years of tax return preparation experience, an active PTIN, knowledge of Circular 230, and the ability to work at