Remote Tax Prep Pro & Client Concierge

Intuit, Inc.; Boulder (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional with strong tax preparation experience to help customers complete federal and state returns using TurboTax products.

You will guide clients through tax terms, provide insights, and deliver accurate, friendly support via a video-enabled platform from a remote location in the United States. The role emphasizes customer empathy, adherence to tax protocols, and ongoing training.

Qualifications

• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using tax software.
• Active PTIN and ability to obtain state licenses.
• Willingness to work a minimum of 20 hours per week.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product or software questions.
• Document customer interactions and maintain accuracy in tax guidance while meeting KPIs.
• Participate in training, projects and experience validations as needed.

Skills

Tax preparation

Customer service

Video tools

Technical proficiency

PTIN knowledge

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax professional with strong tax preparation experience to help customers complete federal and state returns using TurboTax products.

You will guide clients through tax terms, provide insights, and deliver accurate, friendly support via a video-enabled platform from a remote location in the United States. The role emphasizes customer empathy, adherence to tax protocols, and ongoing training.