Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Louisville (KY); Remote; USD 25,000 - 36,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely in the United States. You will guide clients through federal and state returns, provide tax advice, and handle full-service preparation with sign-off where applicable.

The role emphasizes strong communication, customer service, and the ability to explain tax concepts in everyday language. A PTIN and the willingness to train are required.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial software.
• Active PTIN and ability to obtain state licenses or permits as required.
• Working knowledge of Circular 230 and tax regulations.
• Willingness to work minimum 20 hours per week.

Responsibilities

• Interact with customers virtually via video/audio to provide tax guidance.
• Perform full-service tax return preparation and obtain signatures when required.
• Answer product/software questions and provide clear explanations.
• Document customer interactions and follow company procedures.
• Meet KPI targets and participate in training and pilots as needed.

Skills

Customer service

Tax preparation

Strong communication

PTIN holder

Bilingual (English/Spanish)

Tech savvy

TurboTax knowledge

Tools

TurboTax software

Video conferencing tools (Smartlook)

Job description

Intuit, Inc. is seeking a tax-preparation specialist to assist TurboTax customers remotely in the United States. You will guide clients through federal and state returns, provide tax advice, and handle full-service preparation with sign-off where applicable.

The role emphasizes strong communication, customer service, and the ability to explain tax concepts in everyday language. A PTIN and the willingness to train are required.