Remote Tax Pro: Expert Tax Prep & Client Support

Intuit, Inc.; Scranton (Lackawanna County); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Preparer to assist customers with federal and state tax returns using TurboTax products. You will deliver expert guidance, explain tax terms in plain language, and help customers complete and sign their returns from a remote setting.

The role requires 2+ years of tax preparation experience, PTIN, and the ability to work at least 20 hours per week. Strong communication and customer service skills are essential, with knowledge of Circular 230 highly valued.

Qualifications

• 2+ years preparing federal and state returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.
• Strong customer service and communication skills.
• Bilingual English/Spanish a plus.

Responsibilities

• Interact with customers via video using Smartlook to provide tax guidance.
• Provide tax advice and full service return preparation.
• Document customer interactions and maintain accurate records.
• Aim to meet KPI metrics and participate in pilots and projects.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Video support

Bilingual

Education

PTIN

State licenses

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a virtual Tax Preparer to assist customers with federal and state tax returns using TurboTax products. You will deliver expert guidance, explain tax terms in plain language, and help customers complete and sign their returns from a remote setting.

The role requires 2+ years of tax preparation experience, PTIN, and the ability to work at least 20 hours per week. Strong communication and customer service skills are essential, with knowledge of Circular 230 highly valued.