Remote Tax Preparer — Expert Guidance & Service Pro

Intuit, Inc.; Stamford (CT); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete their returns. You will provide expert tax guidance, perform full service return preparation, and explain tax terms using everyday language.

You will interact via video (Smartlook) and phone, document interactions, meet KPIs, and complete required training. This position requires at least 2 years of tax prep experience and availability to work 20+ hours per week.

Qualifications

• 2+ years of federal/state 1040 tax return prep for 30+ clients per season using tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required; working knowledge of Circular 230 helpful.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in plain language and document customer interactions.
• Meet company KPIs and participate in training and pilot projects.

Skills

Tax prep

Customer service

Video calls

Bilingual

Education

PTIN

State licenses

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete their returns. You will provide expert tax guidance, perform full service return preparation, and explain tax terms using everyday language.

You will interact via video (Smartlook) and phone, document interactions, meet KPIs, and complete required training. This position requires at least 2 years of tax prep experience and availability to work 20+ hours per week.