Virtual Tax Prep Pro: 1040 Expert

Intuit, Inc.; Orlando (FL); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will interact with customers via video and audio tools and help complete returns with accuracy and empathy.

The role requires 2+ years of preparation experience, an active PTIN, and strong verbal and written communication. A hardwired internet connection and US residency are required, with bilingual English/Spanish a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 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.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service skills and ability to interact through video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research, and determination.
• Able to work in a fast-paced environment with minimal supervision.
• Must have/willing to obtain dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Leverage government sites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training programs.

Skills

Tax preparation experience

Communication skills

Bilingual English/Spanish

Customer service

Video communications software

Education

PTIN (Preparer Tax Identification Number)

State licenses/certificates/bonds

Tools

Video communications software (Smartlook)

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance, and explanations of tax terms. You will interact with customers via video and audio tools and help complete returns with accuracy and empathy.

The role requires 2+ years of preparation experience, an active PTIN, and strong verbal and written communication. A hardwired internet connection and US residency are required, with bilingual English/Spanish a plus.