Remote Tax Pro: Expert Returns & Tax Support

Intuit, Inc.; Tucson (AZ); Remote; USD 25,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States is seeking a tax preparation specialist for a virtual, customer-facing role to guide customers through their TurboTax returns and explain tax terms.

You will provide expert tax guidance and support during returns, including explanations of deductions and terms. You will also assist with full service return preparation and signature, handle product questions, and ensure high-quality customer interactions while maintaining compliance.

Qualifications

• 2+ years of recent federal and state 1040 tax returns experience for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.

Responsibilities

• This is a virtual, customer-facing role; you will be using state-of-the-art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and expertise in tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual EN/ES

Verbal and written communication

Problem solving

Education

PTIN credential

State licenses

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. in the United States is seeking a tax preparation specialist for a virtual, customer-facing role to guide customers through their TurboTax returns and explain tax terms.

You will provide expert tax guidance and support during returns, including explanations of deductions and terms. You will also assist with full service return preparation and signature, handle product questions, and ensure high-quality customer interactions while maintaining compliance.