Remote Tax Pro: Expert Prep & Guided Support

Intuit, Inc.; Rockford (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional for a remote, customer-facing role to assist TurboTax customers with tax preparation and guidance. You will interact via video, provide accurate tax advice, and ensure smooth completion of returns while adhering to policy and training requirements.

The position requires knowledge of federal/state tax preparation, a valid PTIN, and the ability to work at least 20 hours per week. Bilingual skills are a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns 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 to work minimum 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature.
• Explain tax and technical terms in everyday language.
• Document customer interactions and meet KPI metrics.
• Complete required training and development.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Education

PTIN eligibility

State licenses/permits

Tools

Commercial tax software

Job description

Intuit, Inc. is seeking an experienced tax professional for a remote, customer-facing role to assist TurboTax customers with tax preparation and guidance. You will interact via video, provide accurate tax advice, and ensure smooth completion of returns while adhering to policy and training requirements.

The position requires knowledge of federal/state tax preparation, a valid PTIN, and the ability to work at least 20 hours per week. Bilingual skills are a plus.