Remote Tax Prep Specialist: Expert Guidance & Service

Intuit, Inc.; Frederick (MD); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, explanations of tax terms, and expert guidance.

The position emphasizes delivering high-quality customer interactions and leveraging tax knowledge to resolve inquiries. Required are 2+ years of federal/state 1040 preparation for numerous clients, active PTIN, and ability to work at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and strong communication skills.

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 product inquiries.
• Document customer interactions and work toward meeting KPI metrics and goals.
• Participate in training, compliance, and professional development as required.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Education

PTIN eligibility

State licenses/certs

Tools

Video communications software (Smartlook)

Tax software

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to assist TurboTax customers with tax preparation, explanations of tax terms, and expert guidance.

The position emphasizes delivering high-quality customer interactions and leveraging tax knowledge to resolve inquiries. Required are 2+ years of federal/state 1040 preparation for numerous clients, active PTIN, and ability to work at least 20 hours per week.