Virtual Tax Pro - Client-Facing 1040 Prep & Guidance

Intuit, Inc.; Longmont (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in plain language while using our video tools to interact with clients.

The role requires 2+ years of tax prep experience, active PTIN, state licenses, and the ability to work at least 20 hours per week from a US residence. 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.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations.
• Strong customer service skills; ability to interact via video/audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and guidance on tax software questions.
• Create high quality customer interactions and explain tax terms in everyday language.
• Document customer interactions and resolve inquiries per defined practices and policies.
• Meet KPI metrics and participate in pilots and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax software proficient

Customer service

Excellent communication

Problem solving

Fast-paced environment

Education

Active PTIN (Preparer Tax Identification Number)

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with federal and state returns. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in plain language while using our video tools to interact with clients.

The role requires 2+ years of tax prep experience, active PTIN, state licenses, and the ability to work at least 20 hours per week from a US residence. Bilingual English/Spanish is a plus.