Virtual Tax Preparer — 1040 Returns Expert (Bilingual)

Intuit, Inc.; Tucson (AZ); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will deliver expert guidance, accurate tax preparation, and clear explanations of tax terms to help customers file confidently.

In this remote role, you will interact via video using Smartlook, document interactions, and strive to meet KPIs while delivering excellent service. Willingness to train, and a minimum of 20 hours per week are required.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong verbal and written communication skills.
• Fast-paced, autonomous worker with problem-solving skills.
• Dedicated hardwired internet connection meeting security criteria.
• U.S. resident; English/Spanish bilingual a plus.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Tax prep

Customer service

Communication

Critical thinking

Problem solving

Tech savvy

Video calls

Bilingual EN/ES

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers with federal and state returns in a virtual setting. You will deliver expert guidance, accurate tax preparation, and clear explanations of tax terms to help customers file confidently.

In this remote role, you will interact via video using Smartlook, document interactions, and strive to meet KPIs while delivering excellent service. Willingness to train, and a minimum of 20 hours per week are required.