Remote Tax Pro: Expert Guidance & Full-Service Prep

Intuit, Inc.; Goodyear (AZ); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a remote, virtual role helping customers complete their federal and state returns using TurboTax. You will explain tax terms, provide guidance, and prepare returns with accuracy while delivering excellent service.

Role requires 2+ years of tax prep experience, PTIN, and strong communication skills. You will train on Intuit processes, work with video tools, and support customers in a fast-paced environment from home in the United States.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season using commercial software.
• Must possess/obtain state licenses, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service with professional video/audio communication.
• Excellent verbal and written communication skills.
• Critical thinking and problem solving.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high quality customer interactions through empathetic service and expert tax knowledge.
• Use government resources and team expertise to provide accurate answers in plain language.
• Follow defined processes to troubleshoot and resolve tax advice and preparation questions.
• Document customer interactions.
• Contribute to KPIs and Big Bet Goals; participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Tax prep

Customer service

Communication

Video interactions

Problem solving

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a remote, virtual role helping customers complete their federal and state returns using TurboTax. You will explain tax terms, provide guidance, and prepare returns with accuracy while delivering excellent service.

Role requires 2+ years of tax prep experience, PTIN, and strong communication skills. You will train on Intuit processes, work with video tools, and support customers in a fast-paced environment from home in the United States.