Remote Tax Pro & 1040 Expert for Client Guidance

Intuit, Inc.; Greer (SC); Remote; USD 42,000 - 70,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to help our customers complete their federal and state returns using TurboTax. This virtual, customer-facing role focuses on expert guidance, clear explanations, and accurate tax preparation.

You will interact with customers via video, deliver full service return preparation, and document interactions while meeting KPIs. A PTIN and state licenses are required or must be obtained; 20+ hours weekly; United States residency preferred.

Qualifications

• 2+ years of recent federal/state 1040 tax return prep for multiple clients.
• Active PTIN and ability to obtain state licenses.
• Willing to work minimum 20 hours per week.
• Must reside in United States and have a hardwired internet connection.
• Bilingual English/Spanish is a plus.

Responsibilities

• Assist customers via virtual video interactions to provide tax advice and prepare returns.
• Provide full service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Document customer interactions and meet KPI targets.

Skills

Tax preparation experience

Customer service

Verbal communication

Written communication

Problem solving

Education

Active PTIN

State licenses/permits

Tools

TurboTax software

Video conferencing (Smartlook)

Job description

Intuit, Inc. is seeking a highly motivated tax professional to help our customers complete their federal and state returns using TurboTax. This virtual, customer-facing role focuses on expert guidance, clear explanations, and accurate tax preparation.

You will interact with customers via video, deliver full service return preparation, and document interactions while meeting KPIs. A PTIN and state licenses are required or must be obtained; 20+ hours weekly; United States residency preferred.