Remote Tax Pro: Expert Returns & Customer Guidance

Intuit, Inc.; Greensburg (Westmoreland 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 customers complete their taxes via TurboTax. You will provide expert guidance, tax preparation, and explanations of tax concepts to empower customers to file confidently.

This virtual role requires strong communication, product knowledge, and the ability to work at least 20 hours weekly from the United States. Training and compliance programs will be part of the development path.

Qualifications

• 2+ years of federal/state 1040 returns prepared for at least 30 clients per season.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230 and tax regulations.
• Willing to commit to minimum 20 hours per week.
• Proficient with computer software and video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced, supervisor-independent environment.

Responsibilities

• Virtual, customer-facing role using video communications software to assist clients.
• Provide tax advice and full service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and adhere to procedures and policies.
• Meet KPIs and participate in training, pilots, and validations.
• Maintain dedicated hardwired internet connection meeting security criteria.

Skills

Tax return prep

PTIN holder

Circular 230 knowledge

Bilingual English/Spanish

Strong customer service

Tech proficient

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their taxes via TurboTax. You will provide expert guidance, tax preparation, and explanations of tax concepts to empower customers to file confidently.

This virtual role requires strong communication, product knowledge, and the ability to work at least 20 hours weekly from the United States. Training and compliance programs will be part of the development path.