Remote Tax Expert: Virtual Tax Prep & Client Support

Intuit, Inc.; Waukesha (WI); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. (TurboTax) seeks a motivated tax professional for a fully remote, customer-facing role. You will guide customers through their federal and state returns, provide tax explanations, and perform full service preparation with signatures where required.

You will interact via video and audio tools, maintaining accurate records, and aiming to meet KPI targets. Training and compliance requirements will apply as needed.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for at least 30 clients per season.
• Active PTIN or ability to obtain; related state licenses/certificates as required.
• Willing to work a minimum of 20 hours per week; proficient with technology.
• Residence in the United States; bilingual English/Spanish a plus.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via advanced video software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics; participate in pilots and training.

Skills

Tax preparation

Customer service

Video/teleconference

Bilingual (English/Spanish)

PTIN knowledge

Circular 230 knowledge

Remote work readiness

Job description

Intuit, Inc. (TurboTax) seeks a motivated tax professional for a fully remote, customer-facing role. You will guide customers through their federal and state returns, provide tax explanations, and perform full service preparation with signatures where required.

You will interact via video and audio tools, maintaining accurate records, and aiming to meet KPI targets. Training and compliance requirements will apply as needed.