Remote Tax Preparer & TurboTax Expert

Intuit, Inc.; Needham (MA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely in preparing federal and state returns, explaining terms and ensuring filings meet requirements.

You will work virtually, using video tools, and maintain high-quality customer interactions while protecting privacy and security. A minimum of 20 hours per week is expected, with training provided.

Must reside in the United States and have active PTIN; familiarity with IRS guidelines is preferred.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication.
• Critical thinking, problem solving and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video tools.
• Assist TurboTax customers on tax returns with: tax advice, full-service return prep and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and tax expertise.
• Use government sites, resources, and team input to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax queries.
• Document customer interactions and maintain records.
• Strive to meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Attention to detail

Problem solving

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers remotely in preparing federal and state returns, explaining terms and ensuring filings meet requirements.

You will work virtually, using video tools, and maintain high-quality customer interactions while protecting privacy and security. A minimum of 20 hours per week is expected, with training provided.

Must reside in the United States and have active PTIN; familiarity with IRS guidelines is preferred.