Remote Tax Preparer – Virtual TurboTax Expert

Intuit, Inc.; Boise (ID); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a tax-preparation specialist to help TurboTax customers remotely. You will guide customers through federal and state returns, provide tax explanations, and enable accurate, secure filings using TurboTax software.

The role is virtual and customer-facing, requiring strong communication, a diligent approach to tax rules like Circular 230, and the ability to meet performance KPIs while working at least 20 hours per week.

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.
• Active PTIN required or obtainable.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and digital communication tools.
• Strong verbal and written communication and problem-solving skills.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document interactions and adhere to policies while meeting KPIs.
• Participate in training, pilots, and projects as needed.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Video/remote support

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax-preparation specialist to help TurboTax customers remotely. You will guide customers through federal and state returns, provide tax explanations, and enable accurate, secure filings using TurboTax software.

The role is virtual and customer-facing, requiring strong communication, a diligent approach to tax rules like Circular 230, and the ability to meet performance KPIs while working at least 20 hours per week.