Remote Tax Pro: Expert Prep & Guidance

Intuit, Inc.; Gilbert (AZ); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role helping customers complete their federal and state 1040 returns using TurboTax products.

You will guide clients through tax concepts, provide full-service return preparation, and document each interaction with empathy and clarity. Candidates should have 2+ years of recent tax prep experience, PTIN, and a willingness to meet a minimum of 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain relevant State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills.
• Bilingual English/Spanish is 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.
• Help TurboTax customers with tax returns including full service preparation and signature.
• Explain tax concepts in everyday language and document customer interactions.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Meet KPI metrics and participate in pilot testing and trainings.

Skills

Tax preparation

Customer service

Video communication tools

Bilingual EN/ES (a plus)

Problem solving

Job description

Intuit, Inc. seeks a tax-preparation professional for a virtual, customer-facing role helping customers complete their federal and state 1040 returns using TurboTax products.

You will guide clients through tax concepts, provide full-service return preparation, and document each interaction with empathy and clarity. Candidates should have 2+ years of recent tax prep experience, PTIN, and a willingness to meet a minimum of 20 hours per week.