Remote Tax Pro: Expert Returns & Virtual Support

Intuit, Inc.; Harrisburg (Dauphin County); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance on tax terms, and expert support through video interactions. You will help complete returns, answer questions, and ensure a smooth customer experience.

The role requires 2+ years of preparation experience, active PTIN, and the ability to work at least 20 hours per week from the United States. Strong communication and problem-solving skills are essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN and working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our 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 inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting 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

Communication

Problem solving

Attention to detail

Education

Active PTIN

State licenses/certificates

Tools

Smartlook

Video conferencing software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, guidance on tax terms, and expert support through video interactions. You will help complete returns, answer questions, and ensure a smooth customer experience.

The role requires 2+ years of preparation experience, active PTIN, and the ability to work at least 20 hours per week from the United States. Strong communication and problem-solving skills are essential.