Virtual Tax Prep Specialist: Expert 1040 Returns

Intuit, Inc.; Newton (MA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. in Massachusetts is hiring a tax professional to assist TurboTax customers with federal and state returns, provide tax advice, and explain technical terms in a clear, friendly manner in a fully virtual, customer-facing role.

You will use our video tools to guide taxpayers, document interactions, and help meet performance goals while working at least 20 hours per week. An active PTIN, state licenses, and strong communication skills are required; bilingual English/Spanish is a plus.

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.
• Active PTIN and ability to obtain state licenses, certificates, permits, or bonds.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong communication skills and ability to explain tax concepts in everyday language.
• Willingness to complete required training and development.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and respond to product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and work toward KPI metrics and program goals.
• Participate in pilot testing and training as needed.

Skills

Customer service

Communication

Verbal and written communication

Critical thinking

Problem solving

Attention to detail

Video/online interaction

Tools

Tax preparation software

Job description

Intuit, Inc. in Massachusetts is hiring a tax professional to assist TurboTax customers with federal and state returns, provide tax advice, and explain technical terms in a clear, friendly manner in a fully virtual, customer-facing role.

You will use our video tools to guide taxpayers, document interactions, and help meet performance goals while working at least 20 hours per week. An active PTIN, state licenses, and strong communication skills are required; bilingual English/Spanish is a plus.