Remote Tax Preparer - TurboTax Expert

Intuit, Inc.; Arlington (VA); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Bonus potential

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their federal and state returns.

You will provide expert guidance, tax preparation, and explanations of tax terms, using our video communication tools to build trust and deliver accurate results. You will work from home in the United States, meet weekly KPIs, complete required training, and collaborate with a team to ensure high-quality customer experiences and timely tax

Qualifications

• 2+ years of federal/state individual 1040 experience for 30+ clients per season using tax software.
• Must possess or obtain state licenses/certificates or bonds.
• Must possess an active PTIN.
• Knowledge of Circular 230.

Responsibilities

• Virtual, customer-facing role using video communications to assist TurboTax customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high-quality customer interactions with empathy and expertise in tax.
• Use government sites and resources to deliver correct answers in everyday language.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation experience

Communication skills

Customer service

Video conferencing

Technology proficiency

Bilingual English/Spanish

PTIN knowledge

Education

Active PTIN

State licenses/certificates

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping TurboTax customers complete their federal and state returns.

You will provide expert guidance, tax preparation, and explanations of tax terms, using our video communication tools to build trust and deliver accurate results. You will work from home in the United States, meet weekly KPIs, complete required training, and collaborate with a team to ensure high-quality customer experiences and timely tax