Remote Tax Expert - TurboTax Guidance & Prep

Intuit, Inc.; Lancaster (OH); Remote; USD 26,000 - 33,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their tax returns remotely. You will provide tax guidance, perform return preparation, and explain tax terms in plain language, ensuring customer confidence and satisfaction.

The role emphasizes high-quality customer interactions, fast problem solving, and adherence to company procedures. Prior 1040 experience and PTIN are required; flexibility for training is expected.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season.
• Active PTIN required; state licenses/certificates as applicable.
• Must be willing to work a minimum of 20 hours per week.
• Strong communication skills for video and audio interactions.
• Proficient with technology and online tools.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and explanations of tax terms.
• Document customer interactions and resolve inquiries using approved procedures.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation

Customer service

Virtual communication

Bilingual English/Spanish

Education

PTIN (Active)

Tools

Smartlook

TurboTax

Tax software

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their tax returns remotely. You will provide tax guidance, perform return preparation, and explain tax terms in plain language, ensuring customer confidence and satisfaction.

The role emphasizes high-quality customer interactions, fast problem solving, and adherence to company procedures. Prior 1040 experience and PTIN are required; flexibility for training is expected.