Remote Tax Prep Expert

Intuit, Inc.; Birmingham (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is looking for a tax preparation professional to assist TurboTax customers in a virtual, customer-facing role.

You will guide clients through tax returns, provide explanations of tax terms, and help with product inquiries using premium communication and tax knowledge. The role requires active PTIN, state license readiness, and the ability to meet KPI targets while delivering high-quality customer experiences.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns (30+ clients per season).
• Active PTIN required or obtainable.
• Knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and tax software.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full-service return preparation and signature.
• Assist customers with product/software inquiries and tax calculations.
• Document customer interactions and maintain accurate records.
• Meet KPIs and participate in pilot projects and trainings.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Tech proficiency

Bilingual (English/Spanish)

Tools

TurboTax

Job description

Intuit, Inc. is looking for a tax preparation professional to assist TurboTax customers in a virtual, customer-facing role.

You will guide clients through tax returns, provide explanations of tax terms, and help with product inquiries using premium communication and tax knowledge. The role requires active PTIN, state license readiness, and the ability to meet KPI targets while delivering high-quality customer experiences.