Remote Tax Pro: Expert Guidance & Virtual Prep

Intuit, Inc.; Cambridge (MA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax-preparation professional to assist TurboTax customers remotely in completing federal and state tax returns. You will provide expert guidance, explain tax concepts in simple terms, and deliver high-quality service while leveraging video tools to interact with clients.

The role requires 2+ years of recent tax preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.

Qualifications

• 2+ years of recent federal and state 1040 tax return preparation for at least 30 clients per season.
• 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.
• Willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using Smartlook 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.
• Document customer interactions.
• Meet KPI metrics and participate in pilot tests and projects.
• Complete required training and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Bilingual English/Spanish

Education

PTIN holder

Tools

Smartlook

Job description

Intuit, Inc. seeks a tax-preparation professional to assist TurboTax customers remotely in completing federal and state tax returns. You will provide expert guidance, explain tax concepts in simple terms, and deliver high-quality service while leveraging video tools to interact with clients.

The role requires 2+ years of recent tax preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus, and you must reside in the United States.