Virtual Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Sanford (FL); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will provide tax guidance, perform full service returns, and answer product questions via video interactions.

Requirements include 2+ years of 1040 prep experience, active PTIN, state licenses, and the ability to work at least 20 hours per week from the United States. 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 using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations
• Create high quality customer interactions with deep empathy and tax expertise.
• Document customer interactions and resolve inquiries using defined procedures and company policies.
• Work toward meeting KPI metrics and participate in pilot projects and training as needed.
• Must be willing to complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual (Spanish)

Video/remote communication

PTIN holder

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state returns. You will provide tax guidance, perform full service returns, and answer product questions via video interactions.

Requirements include 2+ years of 1040 prep experience, active PTIN, state licenses, and the ability to work at least 20 hours per week from the United States. Bilingual English/Spanish is a plus.