Remote Tax Pro — Client-Facing Tax Prep Expert

Intuit, Inc.; Town of Ossining (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide taxpayers through federal and state returns, offer tax explanations, and perform full service return preparation with signature.

Strong communication, empathy, and accuracy are essential as you help customers understand terms and navigate software. The role requires 2+ years of tax preparation experience, active PTIN, and willingness to work 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 preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax returns, including full service return preparation and signature.
• Provide tax advice, product inquiries, and tax calculations.
• Document customer interactions and work toward meeting KPI metrics and company goals.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Remote work

Bilingual

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely. You will guide taxpayers through federal and state returns, offer tax explanations, and perform full service return preparation with signature.

Strong communication, empathy, and accuracy are essential as you help customers understand terms and navigate software. The role requires 2+ years of tax preparation experience, active PTIN, and willingness to work at least 20 hours per week.