Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Boston (MA); Remote; USD 30,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional for a fully remote, customer-facing TurboTax support role. You will guide customers through tax preparation, provide expert advice, and explain tax terminology using everyday language.

The position emphasizes high-quality customer interactions and adherence to company procedures. Qualifications include 2+ years of federal/state 1040 prep experience for at least 30 clients per season, active PTIN, and knowledge of Circular 230.

Qualifications

• Minimum 2+ years preparing federal/state 1040s for 30+ clients per season using tax software.
• Must have or be able to obtain state licenses.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work at least 20 hours/week.
• Experience with video/audio customer interactions is a plus.

Responsibilities

• Virtual, customer-facing role using video software to assist TurboTax customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Explain tax terms in simple language and document interactions.
• Resolve customer questions using government sites and professional resources.
• Meet KPI metrics and participate in training and pilots.

Skills

Tax preparation experience

Customer service

Verbal & written communication

Critical thinking

Problem solving

Bilingual English/Spanish

Video/teleconference tools

Education

PTIN

State licenses

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional for a fully remote, customer-facing TurboTax support role. You will guide customers through tax preparation, provide expert advice, and explain tax terminology using everyday language.

The position emphasizes high-quality customer interactions and adherence to company procedures. Qualifications include 2+ years of federal/state 1040 prep experience for at least 30 clients per season, active PTIN, and knowledge of Circular 230.