Remote Tax Prep Specialist & Customer Advisor

Intuit, Inc.; McAllen (TX); Remote; USD 25,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, explain tax terms, and deliver friendly, accurate service using online tools.

The role involves video interactions, tax calculations, and full‑service return preparation. You must have at least 2 years of federal/state 1040 experience, a PTIN, and reside in the United States.

Qualifications

• 2+ years preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN required.
• Willing to work minimum 20 hours per week.
• Knowledge of Circular 230.
• Familiar with TurboTax and related tax software.

Responsibilities

• Virtual, customer-facing role using Smartlook video to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and strive to meet KPI metrics.
• Complete required training and compliance programs.

Skills

Tax preparation

Customer service

Bilingual EN/ES

PTIN holder

Video/remote support

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete their returns remotely. You will provide expert guidance, explain tax terms, and deliver friendly, accurate service using online tools.

The role involves video interactions, tax calculations, and full‑service return preparation. You must have at least 2 years of federal/state 1040 experience, a PTIN, and reside in the United States.