Virtual Tax Preparation Specialist — 1040 Expert

Intuit, Inc.; Springfield (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. seeks a diligent tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use video tools to interact with customers, explain tax terms, and provide accurate, empathetic assistance.

You will document interactions, follow company procedures, and participate in ongoing training to meet KPIs. Prior tax prep experience and an active PTIN are required.

Qualifications

• 2+ years preparing federal and state individual 1040 returns for 30+ clients per season.
• Active Preparer Tax Identification Number (PTIN) required.
• Willing and able to work a minimum of 20 hours per week.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via video and audio tools.
• Document customer interactions and maintain accurate records.
• Work toward KPIs and Big Bet Goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Education

PTIN

Tools

Smartlook

Job description

Intuit, Inc. seeks a diligent tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will use video tools to interact with customers, explain tax terms, and provide accurate, empathetic assistance.

You will document interactions, follow company procedures, and participate in ongoing training to meet KPIs. Prior tax prep experience and an active PTIN are required.