Remote Tax Pro & Client Solutions Expert

Intuit, Inc.; Davenport (IA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with their federal and state returns using TurboTax products. This remote, virtual role emphasizes expert tax guidance, clear explanations, and high-quality customer interactions.

Responsibilities include providing tax advice, full-service return preparation, and answering product questions. A minimum of 20 hours per week, active PTIN, and knowledge of Circular 230 are required, with bilingual English/Spanish a plus.

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 state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Virtual, customer-facing role using Smartlook video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve tax advice inquiries using defined procedures.
• Maintain high-quality customer interactions with empathy and clarity.
• Complete required training and development as determined by the business.

Skills

Customer service

Video/Audio communication

Tech-savvy

Bilingual (English/Spanish) a plus

Education

Tax preparation experience

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking a tax professional to assist customers with their federal and state returns using TurboTax products. This remote, virtual role emphasizes expert tax guidance, clear explanations, and high-quality customer interactions.

Responsibilities include providing tax advice, full-service return preparation, and answering product questions. A minimum of 20 hours per week, active PTIN, and knowledge of Circular 230 are required, with bilingual English/Spanish a plus.