Remote Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Livonia (MI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks an experienced tax professional for a remote, customer-facing role helping TurboTax customers complete returns. You will provide expert tax guidance, prepare returns, and answer software questions with clear, everyday language.

Applicants should have 2+ years of federal/state 1040 tax prep experience, PTIN, and the ability to work at least 20 hours weekly. A strong client-service orientation and proficiency with TurboTax are essential.

Qualifications

• 2+ years of federal and state individual 1040 tax returns when serving at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) required.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Document customer interactions and resolve inquiries per company policies.
• Meet KPI metrics and participate in projects and training as needed.

Skills

Tax preparation experience

Customer service

Video communications

Bilingual English/Spanish

Education

PTIN (Active)

State license/certificates

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. seeks an experienced tax professional for a remote, customer-facing role helping TurboTax customers complete returns. You will provide expert tax guidance, prepare returns, and answer software questions with clear, everyday language.

Applicants should have 2+ years of federal/state 1040 tax prep experience, PTIN, and the ability to work at least 20 hours weekly. A strong client-service orientation and proficiency with TurboTax are essential.