Remote Tax Pro — Expert Client Support & Prep

Intuit, Inc.; White Bear Lake (MN); Remote; USD 26,000 - 33,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping TurboTax customers prepare and file their taxes. You will use video tech to guide clients, provide tax advice, and explain complex terms with clear language.

You must have recent federal/state returns experience, an active PTIN, and be willing to meet weekly hours and training requirements. Remote position, US-residency required.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain required state licenses/certificates/permits.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.

Responsibilities

• Virtually assist customers using video via Smartlook to complete tax returns.
• Provide tax advice, full service return prep and explanations of terms.
• Document customer interactions and resolve inquiries following guidelines.
• Meet KPIs and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Video conferencing

PTIN

State taxes

Bilingual EN/ES

Education

PTIN required

State licenses

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional for a virtual, customer-facing role helping TurboTax customers prepare and file their taxes. You will use video tech to guide clients, provide tax advice, and explain complex terms with clear language.

You must have recent federal/state returns experience, an active PTIN, and be willing to meet weekly hours and training requirements. Remote position, US-residency required.