Remote Tax Prep Specialist

Intuit, Inc.; Wilmington (DE); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to support TurboTax customers in a fully remote, virtual setting. The role emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax concepts to customers.

You will interact via video and audio tools, building trust with clients while ensuring compliance and best practices. A minimum of 2 years of return experience and an active PTIN are required, with willingness to train and evolve with the team.

Qualifications

• 2+ years of tax return experience for federal/state returns.
• Active PTIN or ability to obtain one.
• State licenses, certificates, permits, or bonds as required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication skills.
• Ability to interact via video/audio tools professionally.
• Critical thinking, problem solving, and quick learning.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using state-of-the-art video software.
• Assist TurboTax customers with tax returns: advice, full service prep, signatures, inquiries, calculations.
• Create high quality customer interactions with empathy and expertise in tax prep.
• Document customer interactions and use resources to find the right answer.
• Follow procedures and policies to resolve tax preparation inquiries.
• Meet KPIs and participate in pilots and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Communication skills

Video/Audio communication tools

Tools

PTIN

Circular 230

Job description

Intuit, Inc. is seeking a tax professional to support TurboTax customers in a fully remote, virtual setting. The role emphasizes expert tax guidance, accurate return preparation, and clear explanations of tax concepts to customers.

You will interact via video and audio tools, building trust with clients while ensuring compliance and best practices. A minimum of 2 years of return experience and an active PTIN are required, with willingness to train and evolve with the team.