Remote Tax Specialist — 1040 Returns & Expert Support

Intuit, Inc.; Aurora (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely in preparing federal and state returns. You will guide users through tax concepts, perform full service return preparation, and answer product questions using clear, everyday language.

Ideal candidates have 2+ years of experience, PTIN, and solid tech skills. This remote-friendly, part-time to full-time role requires 20+ hours weekly and residence in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for 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.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills; can interact through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is 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 with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences using empathy and deep knowledge in tax preparation.
• Utilize government websites and resources to deliver the right answer in everyday language.
• Apply defined practices and policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company 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

Bilingual English/Spanish

Education

Active PTIN

State licenses/certificates

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely in preparing federal and state returns. You will guide users through tax concepts, perform full service return preparation, and answer product questions using clear, everyday language.

Ideal candidates have 2+ years of experience, PTIN, and solid tech skills. This remote-friendly, part-time to full-time role requires 20+ hours weekly and residence in the United States.