Remote Tax Expert & Prep Specialist

Intuit, Inc.; Monroe (LA); Remote; USD 25,000 - 33,000; Part time

Job summary

Intuit, Inc. seeks a tax preparation professional for a virtual customer-facing role. You will guide customers through tax returns, provide expert explanations, and ensure accurate preparation using TurboTax products.

You will communicate via video/phone, access government resources, and document interactions while meeting KPIs. A flexible, high-volume environment supports growth and training opportunities.

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 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 using our video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions and experiences using empathy and deep tax knowledge.
• Reference government websites and resources to deliver accurate answers in everyday language.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Participate in training and development as required by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone communication

Education

PTIN

Tools

Smartlook

Job description

Intuit, Inc. seeks a tax preparation professional for a virtual customer-facing role. You will guide customers through tax returns, provide expert explanations, and ensure accurate preparation using TurboTax products.

You will communicate via video/phone, access government resources, and document interactions while meeting KPIs. A flexible, high-volume environment supports growth and training opportunities.