Virtual Tax Pro: 1040 Expert & Customer Guide

Intuit, Inc.; Homestead (Allegheny County); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bonus eligibility

Equity rewards

Job summary

Intuit, Inc. is seeking a highly motivated tax-preparation professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations.

You will use video and other digital tools to deliver tax advice, perform full-service return preparation and signature, and document interactions to ensure accuracy and customer satisfaction. Strong communication, problem solving, and the ability to work with minimal supervision in a fast-paced environment are

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 possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN and working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and strong communication skills.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and troubleshoot inquiries using defined procedures.
• Meet KPI metrics and participate in training, pilots, and ongoing development.

Skills

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Education

PTIN or ability to obtain

Job description

Intuit, Inc. is seeking a highly motivated tax-preparation professional to assist TurboTax customers remotely, guiding them through federal and state returns with clear explanations.

You will use video and other digital tools to deliver tax advice, perform full-service return preparation and signature, and document interactions to ensure accuracy and customer satisfaction. Strong communication, problem solving, and the ability to work with minimal supervision in a fast-paced environment are