Virtual Tax Prep Pro — 1040 Returns & Guidance

Intuit, Inc.; Waukesha (WI); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns.

You will provide expert tax guidance, use our video tools, and explain tax terms in everyday language while maintaining empathy and accuracy. You must have at least 2 years of tax prep experience, a PTIN, and the ability to work a minimum of 20 hours per week from a dedicated, secure internet connection.

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 have or be able to obtain PTIN and state licenses/certifications as applicable.
• Strong communication and customer service skills for video interactions.

Responsibilities

• Interact with customers in a virtual, video-based environment to provide tax guidance and full service return preparation.
• Explain tax terms in everyday language and use reliable resources to resolve questions.
• Document customer interactions and work toward meeting KPIs and goals.
• Participate in training and development programs as required by the business.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Video/telecommunication tools

Remote client support

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns.

You will provide expert tax guidance, use our video tools, and explain tax terms in everyday language while maintaining empathy and accuracy. You must have at least 2 years of tax prep experience, a PTIN, and the ability to work a minimum of 20 hours per week from a dedicated, secure internet connection.