Remote Tax Pro — Full-Service Prep & Guidance

Intuit, Inc.; Palm Springs (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus eligibility

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, delivering expert tax guidance and full-service return preparation using video interactions.

You will explain tax terms in plain language, use government sites for accurate answers, and document every interaction while aiming to meet team KPIs. This role requires at least 2 years of federal/state tax return prep experience, PTIN, and capacity to work 20+ hours weekly from a home-based setup in the United

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics.
• Participate in pilot testing, projects, and trainings as required.

Skills

Tax preparation

Customer service

Bilingual

Education

PTIN possession

State license eligibility

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, delivering expert tax guidance and full-service return preparation using video interactions.

You will explain tax terms in plain language, use government sites for accurate answers, and document every interaction while aiming to meet team KPIs. This role requires at least 2 years of federal/state tax return prep experience, PTIN, and capacity to work 20+ hours weekly from a home-based setup in the United