Remote Tax Professional & Prep Specialist

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax return preparation, explanations, and guidance.

Use our video-based tools to interact with clients and deliver clear, friendly support while ensuring accuracy and compliance. You will leverage government sources and internal resources to provide the right answers, document interactions, and help customers complete returns.

Qualifications

• 2+ years of recent federal/state individual tax return prep experience.
• Experience handling at least 30 clients per season would be ideal.
• Proficient with commercial tax software and licensed where required.
• WillING to obtain required state licenses and PTIN if not already held.

Responsibilities

• Conduct virtual tax consultations and return preparations for TurboTax customers.
• Provide tax guidance, calculations, and explanations of tax terms.
• Document interactions and maintain customer records.
• Meet performance metrics and participate in trainings and projects.

Skills

Tax preparation proficiency

Customer service excellence

Strong verbal and written kommunation

Education

PTIN (Preparer Tax Identification Number) required

State licenses/certificates

Tools

TurboTax software

Video conference tools

Technical troubleshooting

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax return preparation, explanations, and guidance.

Use our video-based tools to interact with clients and deliver clear, friendly support while ensuring accuracy and compliance. You will leverage government sources and internal resources to provide the right answers, document interactions, and help customers complete returns.