Remote Tax Pro: Accurate Returns & Client Guidance

Intuit, Inc.; Folsom (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in a virtual setting. You will guide clients through tax preparation, provide expert explanations of tax terms, and ensure smooth, confident customer experiences.

Requirements include 2+ years of 1040 prep experience, active PTIN, and knowledge of Circular 230. A dedicated internet connection and ability to work at least 20 hours weekly are expected. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season using commercial tax prep software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must have an active PTIN.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Explain tax and technical terms in everyday language, ensuring customer understanding.
• Document customer interactions and support case resolution.
• Meet KPI metrics and participate in pilots and trainings as required.

Skills

Customer service

Communication

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers in a virtual setting. You will guide clients through tax preparation, provide expert explanations of tax terms, and ensure smooth, confident customer experiences.

Requirements include 2+ years of 1040 prep experience, active PTIN, and knowledge of Circular 230. A dedicated internet connection and ability to work at least 20 hours weekly are expected. Bilingual English/Spanish is a plus.