Remote Tax Pro for Client Returns

Intuit, Inc.; Cincinnati (OH); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete their federal and state returns. You will provide tax guidance, full-service preparation, and explanations of tax terms while delivering a high-quality customer experience.

The role requires 2+ years of preparation experience, PTIN, state licenses, and strong communication skills. A dedicated hardwired connection and ability to work at least 20 hours weekly are essential.

Qualifications

• 2+ years of preparing federal and state 1040 returns for 30+ clients per season with commercial software.
• Must possess or obtain related State licenses/certificates/permits.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology; solid computer/software skills.
• Strong customer service via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Able to work in fast-paced environment with minimal supervision.
• Must have dedicated hardwired internet meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using video tools.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Meet KPIs and participate in pilots and training as required.
• Apply company procedures to troubleshoot and resolve inquiries.

Skills

Tax preparation experience

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Technology savvy

Video/ audio tools familiarity

Bilingual (English/Spanish)

Time management

Education

PTIN license

State licenses/certificates/permits

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional for a virtual customer-facing role helping TurboTax customers complete their federal and state returns. You will provide tax guidance, full-service preparation, and explanations of tax terms while delivering a high-quality customer experience.

The role requires 2+ years of preparation experience, PTIN, state licenses, and strong communication skills. A dedicated hardwired connection and ability to work at least 20 hours weekly are essential.