Remote Tax Pro: Expert Returns & Client Guidance

Intuit, Inc.; Stockton (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, customer-facing role supporting TurboTax customers. You will guide clients through federal and state returns, provide tax explanations, and answer product inquiries using secure video chat and government resources.

Ideal candidates have 2+ years of 1040 prep experience, PTIN and state licenses, strong communication, and the ability to work 20+ hours weekly in a fast-paced environment. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax return prep experience for 30+ clients per season using tax software.
• Excellent verbal and written communication skills.
• Strong customer service and professional demeanor in video interactions.
• Able to work at least 20 hours per week and maintain security standards.
• Must reside in the United States and have or obtain PTIN and state licenses.

Responsibilities

• This is a virtual, customer-facing role; use video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product or software questions.
• Create high quality customer interactions with empathy and expertise.
• Use government websites and resources to deliver accurate answers in plain language.
• Document all customer interactions and meet KPI metrics.
• Attend required trainings and development sessions as determined by the business.

Skills

Tax preparation

Customer service

Communication

Problem solving

Tech proficiency

Bilingual (English/Spanish)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a fully remote, customer-facing role supporting TurboTax customers. You will guide clients through federal and state returns, provide tax explanations, and answer product inquiries using secure video chat and government resources.

Ideal candidates have 2+ years of 1040 prep experience, PTIN and state licenses, strong communication, and the ability to work 20+ hours weekly in a fast-paced environment. Bilingual English/Spanish is a plus.