Remote Tax Prep Specialist: Expert Guidance & Returns

Intuit, Inc.; Lansing (MI); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide customers through tax returns, provide expert tax explanations, and complete full-service return preparation with signatures.

The role emphasizes customer empathy, clear communication, and adherence to policies. The position requires 2+ years of federal/state 1040 experience, PTIN, and the ability to work at least 20 hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial software.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signatures, and handle product/software inquiries.
• Explain tax concepts in everyday language and document customer interactions.
• Meet KPI metrics and participate in pilots and training programs as required.
• Must complete ongoing training and compliance requirements as directed by the business.

Skills

Customer service

Communication skills

Critical thinking

Problem solving

Tech-savvy

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. seeks a tax-preparation specialist to assist TurboTax customers remotely. You will guide customers through tax returns, provide expert tax explanations, and complete full-service return preparation with signatures.

The role emphasizes customer empathy, clear communication, and adherence to policies. The position requires 2+ years of federal/state 1040 experience, PTIN, and the ability to work at least 20 hours weekly.