Remote Tax Specialist - 1040 Expert & Advisor

Intuit, Inc.; Louisville (KY); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a part-time, remote tax professional with TurboTax experience to help customers complete their taxes through virtual interactions. You will provide tax advice, full service return preparation, and explanations of tax terms while ensuring high-quality customer experiences.

You will use secure video software and government resources to find accurate answers, adhere to policies, and document each customer interaction. Minimum 20 hours weekly and PTIN status required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Active PTIN is required or must be able to obtain one.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid computer operations and software knowledge.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving in a fast-paced environment.
• Must have a hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Interact with customers through video and audio tools in a professional, friendly manner.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and contribute to KPI metrics and big bets.
• Engage in training and development as required by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone communication

Education

PTIN holder or ability to obtain PTIN

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. is seeking a part-time, remote tax professional with TurboTax experience to help customers complete their taxes through virtual interactions. You will provide tax advice, full service return preparation, and explanations of tax terms while ensuring high-quality customer experiences.

You will use secure video software and government resources to find accurate answers, adhere to policies, and document each customer interaction. Minimum 20 hours weekly and PTIN status required.