Remote Tax Preparer & Client Guidance Specialist

Intuit, Inc.; Stamford (CT); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with tax advice, preparation, and explanations of tax terms. The role focuses on delivering accurate, high-quality guidance in a virtual setting and building confidence through clear communication.

You will interact with customers via video and audio tools, document interactions, and adhere to company procedures while working toward KPI targets and participating in ongoing training and development.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing to work a minimum of 20 hours per week.

Responsibilities

• Virtual, customer-facing role using state-of-the-art video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms and calculations in plain language and document customer interactions.
• Meet KPI metrics and participate in pilot testing and trainings as required.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Education

PTIN ownership

State licenses/certificates

Tools

TurboTax / tax software

Smartlook (video tools)

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely with tax advice, preparation, and explanations of tax terms. The role focuses on delivering accurate, high-quality guidance in a virtual setting and building confidence through clear communication.

You will interact with customers via video and audio tools, document interactions, and adhere to company procedures while working toward KPI targets and participating in ongoing training and development.