Remote Tax Prep Specialist

Intuit, Inc.; Alpharetta (GA); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax preparer for a virtual, customer-facing role in the United States. You will assist TurboTax customers with tax advice, full-service return preparation with signatures, and answers to product questions, using accessible language and empathetic communication.

The position requires at least 2 years of federal/state 1040 experience, active PTIN, and knowledge of Circular 230. Strong tech skills and a willingness to work 20+ hours weekly are essential.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season.
• Must possess or be able to obtain related State licenses/certificates/permits/bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computers and software.
• Strong customer service skills with video/audio tools in a professional manner.
• Excellent verbal and written communication skills.
• U.S. residence.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, and product/software inquiries.
• Create high quality customer interactions that demonstrate empathy and tax expertise.
• Utilize government sites and professional resources to deliver the right answer in everyday language.
• Document customer interactions and work toward meeting KPIs.
• Participate in training, pilot testing, and experience validations as needed.

Skills

Tax preparation experience

Customer service

Communication skills

Bilingual (English/Spanish)

Education

State licenses/certificates/permits/bonds

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax preparer for a virtual, customer-facing role in the United States. You will assist TurboTax customers with tax advice, full-service return preparation with signatures, and answers to product questions, using accessible language and empathetic communication.

The position requires at least 2 years of federal/state 1040 experience, active PTIN, and knowledge of Circular 230. Strong tech skills and a willingness to work 20+ hours weekly are essential.