Virtual Tax Expert for TurboTax Prep

Intuit, Inc.; Pleasanton (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with their federal and state 1040 returns via a virtual setup. You will deliver tax advice, complete full service return preparation, and explain complex tax terms in plain language.

Remote work with training and performance metrics included. The role requires 2+ years of recent experience, active PTIN, and ability to work 20+ hours weekly, using TurboTax and other software.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN is required.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and video/audio tools.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice and full service return preparation and signatures.
• Explain tax concepts in everyday language and document customer interactions.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation

Customer service

Communication skills

Technical proficiency

Education

PTIN holder

Tools

TurboTax

Job description

Intuit, Inc. is seeking a tax professional to assist customers with their federal and state 1040 returns via a virtual setup. You will deliver tax advice, complete full service return preparation, and explain complex tax terms in plain language.

Remote work with training and performance metrics included. The role requires 2+ years of recent experience, active PTIN, and ability to work 20+ hours weekly, using TurboTax and other software.