Virtual Tax Pro: Expert 1040 Prep & Guidance

Intuit, Inc.; Grand Rapids (MI); Remote; USD 26,000 - 34,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, providing expert tax guidance, full service return preparation, and clear explanations of tax terms. You will interact via video, follow procedures, document interactions, and strive to meet KPIs while training for ongoing product knowledge.

The role requires 2+ years of prep experience, PTIN, and a willingness to work at least 20 hours per week from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video/audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• 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 use video software to interact with customers.
• Assist TurboTax customers working on tax returns or those who have delegated returns with: tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and strong tax expertise.
• Use government websites and professional resources to deliver accurate answers in everyday language.
• Apply defined procedures and company policies to troubleshoot and resolve inquiries.
• Document customer interactions and maintain records.
• Work toward meeting KPI metrics and Big Bet goals.
• Participate in pilot testing, projects, and experience validations; complete training as required.

Skills

Tax preparation

Customer service

Video interactions

Tech savvy

Bilingual EN/ES (plus)

US residency

Tools

TurboTax software

Video/communication tools

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely, providing expert tax guidance, full service return preparation, and clear explanations of tax terms. You will interact via video, follow procedures, document interactions, and strive to meet KPIs while training for ongoing product knowledge.

The role requires 2+ years of prep experience, PTIN, and a willingness to work at least 20 hours per week from the United States.