Remote Tax Pro - Expert Returns & Client Guidance

Intuit, Inc.; New York (NY); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-focused associate to guide customers through tax preparation using TurboTax products. You will help with tax advice, full service returns, and explanations of tax terms via a virtual platform.

The role emphasizes strong communication, customer empathy, and the ability to resolve inquiries using government resources and expert knowledge. Remote, part-time hours expected.

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 Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills interacting with customers through video and audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer tax and product inquiries and perform tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Document customer interactions and meet KPI metrics.
• Participate in pilots, projects and trainings as needed.

Skills

Tax preparation

Customer service

Communication

Problem solving

Technology familiarity

Bilingual English/Spanish

Education

Active PTIN

State licenses/certificates

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking a tax-focused associate to guide customers through tax preparation using TurboTax products. You will help with tax advice, full service returns, and explanations of tax terms via a virtual platform.

The role emphasizes strong communication, customer empathy, and the ability to resolve inquiries using government resources and expert knowledge. Remote, part-time hours expected.