Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Eugene (OR); Remote; USD 28,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional for a virtual customer-facing role in the United States.

You will guide customers through TurboTax tax returns, provide expert tax advice, and perform full-service preparation with signature, using state‑of‑the‑art video tools. The position requires 2+ years of federal/state tax return experience, active PTIN, and the ability to work at least 20 hours per week.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season with commercial software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service via video/audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking and problem-solving abilities.
• Able to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection per Intuit security criteria.
• Bilingual English/Spanish a plus, written & spoken.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; use Smartlook video tools to interact with customers.
• Assist TurboTax customers with tax returns: advice, full service prep with signature, product inquiries, tax calculations.
• Create high quality interactions with empathy and deep tax knowledge.
• Use government sites and resources to provide accurate answers in everyday language.
• Follow defined procedures to troubleshoot tax advice and prep inquiries.
• Document customer interactions and updates in the system.
• Meet KPI metrics and Big Bet goals; participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Strong customer service

Verbal and written communication

Critical thinking

Problem solving

Fast-paced environment

Technology proficiency

Bilingual English/Spanish

Smartlook

Education

State licenses/certificates

PTIN credential

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional for a virtual customer-facing role in the United States.

You will guide customers through TurboTax tax returns, provide expert tax advice, and perform full-service preparation with signature, using state‑of‑the‑art video tools. The position requires 2+ years of federal/state tax return experience, active PTIN, and the ability to work at least 20 hours per week.