Remote Tax Pro — Expert Prep & Customer Guidance

Intuit, Inc.; Atlanta (GA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a motivated tax-preparation professional for a virtual, customer-facing role helping customers complete federal and state tax returns using TurboTax products. You will provide expert guidance, answer tax questions, and perform full service return preparation with clear explanations.

Strong communication, empathy, and knowledge of tax rules are essential. Candidates should have 2+ years of federal/state filing experience, active PTIN, and be willing to work at least 20 hours

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or obtain related state licenses/certificates/bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service, verbal and written communication.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality interactions with empathy and expertise in tax preparation.
• Guide customers to official sources and explain tax terms in everyday language.
• Apply procedures and policies to troubleshoot tax questions and prepare returns.
• Document interactions and meet KPI metrics and project goals.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

PTIN knowledge

Proficient with technology

Communication skills

Education

PTIN

State licenses/certificates

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax-preparation professional for a virtual, customer-facing role helping customers complete federal and state tax returns using TurboTax products. You will provide expert guidance, answer tax questions, and perform full service return preparation with clear explanations.

Strong communication, empathy, and knowledge of tax rules are essential. Candidates should have 2+ years of federal/state filing experience, active PTIN, and be willing to work at least 20 hours