Remote Tax Pro: Expert Returns & Customer Guidance

Intuit, Inc.; Concord (NC); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers remotely in the United States.

You will provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete returns accurately and confidently. Responsibilities include virtual customer interactions, tax advice, full service preparation and signature, product inquiries, and documenting interactions while meeting KPI targets.

Qualifications

• 2+ years of preparing federal and state 1040 tax returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software (Smartlook).
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and strive to meet KPI metrics and Big Bet Goals.
• Apply company policies to troubleshoot and resolve tax inquiries and preparation questions.
• Participate in pilot testing and training as required.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Education

Active PTIN

State licenses/certificates

Tools

Tax software

Job description

Intuit, Inc. is seeking a highly motivated tax professional to support TurboTax customers remotely in the United States.

You will provide expert guidance, tax preparation, and explanations of tax terms, helping customers complete returns accurately and confidently. Responsibilities include virtual customer interactions, tax advice, full service preparation and signature, product inquiries, and documenting interactions while meeting KPI targets.