Remote Tax Pro: Expert Returns & Concierge Support

Intuit, Inc.; Williamsport (Lycoming County); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers remotely with tax preparation, explanations of terms, and expert guidance. You will use video tools to interact with customers and assist with federal and state returns.

The role emphasizes strong communication, empathy, and accurate documentation, with training, KPI targets, and potential bonuses. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal/state 1040 tax returns for at least 30 clients per season.
• Active PTIN and any required state licenses or permits.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.

Responsibilities

• Interact with customers virtually via video/audio tools and provide tax guidance.
• Offer tax advice, full service return prep, and software inquiries.
• Explain tax concepts in everyday language and document interactions.
• Meet KPI targets and participate in training and pilots.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish (preferred)

Education

Active PTIN

State licenses/certificates/permits/bonds

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers remotely with tax preparation, explanations of terms, and expert guidance. You will use video tools to interact with customers and assist with federal and state returns.

The role emphasizes strong communication, empathy, and accurate documentation, with training, KPI targets, and potential bonuses. Bilingual English/Spanish is a plus.