Remote Tax Preparer - Expert Returns & Customer Support

Intuit, Inc.; Folsom (CA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns, provide tax explanations, and perform full service preparation.

You will engage customers via video, leveraging government resources to deliver accurate answers with clear language. The role requires a minimum of 20 hours per week, active PTIN, and state licenses or the ability to obtain them.

Qualifications

• 2+ years of federal/state 1040 preparation for 30+ clients per season.
• Must have or obtain PTIN and state licenses.
• Proficient with tax software and tech tools.

Responsibilities

• Work virtually via video to assist TurboTax customers.
• Provide tax advice and full service return preparation and signature.
• Answer product questions and perform tax calculations.
• Document interactions and meet KPI/Big Bet goals.
• Complete required training and participate in pilots as needed.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Education

PTIN active

State licenses/certificates

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns, provide tax explanations, and perform full service preparation.

You will engage customers via video, leveraging government resources to deliver accurate answers with clear language. The role requires a minimum of 20 hours per week, active PTIN, and state licenses or the ability to obtain them.