Remote Tax Pro: Expert Returns & Client Guidance

Intuit, Inc.; Scottsdale (AZ); Remote; USD 52,000 - 78,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax, offering expert tax guidance and full service return preparation. You will interact via video to explain tax terms, provide accurate calculations, and resolve complex questions with empathy.

Candidates should have 2+ years in federal/state returns,PTIN, and knowledge of Circular 230. A hardwired internet connection and bilingual English/Spanish are a plus.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must possess or be able to obtain related State licenses/certificates.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Assist TurboTax customers with tax returns, including tax advice and full service preparation.
• Provide product/software inquires and tax calculations.
• Document customer interactions and troubleshoot inquiries.
• Meet KPIs and participate in pilots and training as directed.

Skills

Tax preparation

1040 returns

Customer service

Communication

Tech savvy

Video/phone tools

Fast learner

Education

PTIN holder

Tools

Video software (Smartlook)

Job description

Intuit, Inc. is seeking a tax professional to assist customers remotely with TurboTax, offering expert tax guidance and full service return preparation. You will interact via video to explain tax terms, provide accurate calculations, and resolve complex questions with empathy.

Candidates should have 2+ years in federal/state returns,PTIN, and knowledge of Circular 230. A hardwired internet connection and bilingual English/Spanish are a plus.