Remote Tax Pro: Expert Virtual Return Prep

Intuit, Inc.; Lincoln (NE); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience for a virtual, customer-facing role supporting TurboTax customers.

You will guide clients through federal and state returns, provide explanations of tax terms, and resolve inquiries using our secure video platform. The position emphasizes excellent communication, adherence to policy, and the ability to work at least 20 hours weekly.

Qualifications

• Minimum 2 years of federal and state individual 1040 tax return preparation experience for a sizable client base.
• Active PTIN and required state licenses/certificates.
• Working knowledge of Circular 230 and tax regulations.
• Ability to work a minimum of 20 hours per week.
• Proficient with technology and remote collaboration tools.

Responsibilities

• Assist TurboTax customers in tax return preparation and guidance via video chat.
• Provide tax advice, product inquiries, and calculations.
• Document customer interactions and maintain accurate records.
• Meet key performance indicators and participate in training and pilot projects.
• Utilize government resources and company policies to resolve inquiries.

Skills

Tax preparation

Customer service

Bilingual EN/ES

Strong communication

Video-based support

Job description

Intuit, Inc. is seeking a highly motivated individual with tax preparation experience for a virtual, customer-facing role supporting TurboTax customers.

You will guide clients through federal and state returns, provide explanations of tax terms, and resolve inquiries using our secure video platform. The position emphasizes excellent communication, adherence to policy, and the ability to work at least 20 hours weekly.