Remote Tax Preparer & Advisor (Video Support)

Intuit, Inc.; McAllen (TX); Remote; USD 29,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully remote, virtual role. You will guide clients through tax preparation, offer expert explanations of terms, and deliver high-quality customer experiences with empathy.

Role requires 2+ years of federal/state 1040 preparation, active PTIN, and knowledge of Circular 230. Strong communication and reliability are essential; some travel or training may be required.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signatures, and answer product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and resolve inquiries using government resources and team knowledge.
• Meet company KPI metrics and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/remote communication

Technical proficiency

Education

PTIN holder

State licenses/certificates

Circular 230 knowledge

Tools

Tax software proficiency

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully remote, virtual role. You will guide clients through tax preparation, offer expert explanations of terms, and deliver high-quality customer experiences with empathy.

Role requires 2+ years of federal/state 1040 preparation, active PTIN, and knowledge of Circular 230. Strong communication and reliability are essential; some travel or training may be required.