Remote Tax Prep Specialist | TurboTax Expert

Intuit, Inc.; Saint Cloud (MN); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert advice, and explain tax terms clearly using video tools.

The role emphasizes high-quality customer interactions and adherence to compliance standards. The position requires at least 2 years of recent federal/state 1040 experience, a valid PTIN, and the ability to work 20+ hours weekly.

Qualifications

• 2+ years of federal/state 1040 prep for ~30 clients per season.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours/week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return prep and signature, and product inquiries.
• Calculate taxes and explain tax terms in everyday language.
• Document customer interactions and resolve inquiries per policies.
• Meet KPI metrics and participate in training and projects.

Skills

Tax expertise

Customer service

Communication

Bilingual English/Spanish

Tech proficient

Job description

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers remotely. You will guide clients through tax returns, provide expert advice, and explain tax terms clearly using video tools.

The role emphasizes high-quality customer interactions and adherence to compliance standards. The position requires at least 2 years of recent federal/state 1040 experience, a valid PTIN, and the ability to work 20+ hours weekly.