Remote Tax Prep Specialist | Video Support

Intuit, Inc.; Asheville (NC); Remote; USD 40,000 - 54,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role handling TurboTax returns. You will guide customers through tax concepts, provide expert advice, and perform full-service return preparation with signatures.

The position requires 2+ years of 1040 experience, active PTIN, state licenses, and strong communication skills. Remote, US-based, with a minimum of 20 hours weekly and training commitments.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season using commercial tax software.
• Must possess or obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong technology skills; proficient with computer operations and software.
• Excellent verbal and written communication skills.
• Able to work in fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection that meets security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature for TurboTax customers.
• Address product/software inquiries and perform tax calculations.
• Create high quality customer interactions that build confidence with deep tax knowledge.
• Document customer interactions and follow defined procedures to resolve inquiries.
• Meet company KPI metrics and participate in pilots and trainings as needed.
• Complete required training and comply with security/compliance requirements.

Skills

Tax prep

Customer service

Video communication

Bilingual English/Spanish

Analytical thinking

Tech-savvy

Education

PTIN (active)

State licenses/certificates

Circular 230 knowledge

Tools

TurboTax

Smartlook video software

Job description

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role handling TurboTax returns. You will guide customers through tax concepts, provide expert advice, and perform full-service return preparation with signatures.

The position requires 2+ years of 1040 experience, active PTIN, state licenses, and strong communication skills. Remote, US-based, with a minimum of 20 hours weekly and training commitments.