Virtual Tax Prep Pro - 1040 Specialist

Intuit, Inc.; Cambridge (MA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers in a virtual setting. You will provide tax guidance, perform full service returns, and answer product questions through video interactions.

The role emphasizes clear explanations of tax concepts and thorough documentation of customer interactions. The ideal candidate has 2+ years of federal/state tax prep experience, an active PTIN, and the ability to work at least 20 hours per week from a remote US location, with

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms and guidelines in plain language and document customer interactions.
• Meet KPI metrics and participate in training and development.

Skills

Tax preparation

Customer service

Communication

Technology proficiency

Bilingual English/Spanish

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers in a virtual setting. You will provide tax guidance, perform full service returns, and answer product questions through video interactions.

The role emphasizes clear explanations of tax concepts and thorough documentation of customer interactions. The ideal candidate has 2+ years of federal/state tax prep experience, an active PTIN, and the ability to work at least 20 hours per week from a remote US location, with