Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Glendale (AZ); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state tax returns.

You will provide tax guidance, perform full-service return preparation, and explain tax terms in plain language, using our secure video tools. The position requires 2+ years of preparation experience, a valid PTIN, strong communication skills, and the ability to work at least 20 hours weekly from a remote location in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN and knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and video/audio communication tools.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signatures, and answers to product inquiries.
• Document customer interactions and work toward KPIs and pilot projects as needed.
• Complete required training and comply with company policies and security criteria.

Skills

Tax preparation

Customer service

Communication skills

Video conferencing

Bilingual English/Spanish

Education

Active PTIN

State license willingness

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking an experienced tax professional for a virtual, customer-facing role helping TurboTax customers complete federal and state tax returns.

You will provide tax guidance, perform full-service return preparation, and explain tax terms in plain language, using our secure video tools. The position requires 2+ years of preparation experience, a valid PTIN, strong communication skills, and the ability to work at least 20 hours weekly from a remote location in the United States.