Remote Tax Pro: Expert Returns & Virtual Guidance

Intuit, Inc.; Woodstock (IL); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete federal and state returns using TurboTax products.

You will guide customers through tax concepts, provide expert tax preparation, and explain terms in plain language from a remote setting. The role requires 2+ years of recent tax prep experience, an active PTIN, and the ability to work at least 20 hours per week from the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN (Preparer Tax Identification Number).
• State licenses, certificates, permits, or bonds, or ability to obtain.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong communication and technical skills.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice, full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and work toward KPI metrics.

Skills

Tax prep experience

Customer service

Video/telecommunication tools

Bilingual EN/ES (nice to have)

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete federal and state returns using TurboTax products.

You will guide customers through tax concepts, provide expert tax preparation, and explain terms in plain language from a remote setting. The role requires 2+ years of recent tax prep experience, an active PTIN, and the ability to work at least 20 hours per week from the United States.