Remote Tax Pro & Prep Specialist

Intuit, Inc.; Springfield (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to help customers complete their federal and state returns using TurboTax products. You will deliver expert tax guidance, explain tax terms in plain language, and help customers navigate our software from a virtual environment.

Ideal candidates have 2+ years of recent tax preparation experience, active PTINs, and strong communication skills. The role is remote and involves training to stay current with tax rules and company standards.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN (Preparers Tax Identification Number).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward meeting KPI metrics and goals.
• Participate in training and development as required by the business.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking a motivated tax professional to help customers complete their federal and state returns using TurboTax products. You will deliver expert tax guidance, explain tax terms in plain language, and help customers navigate our software from a virtual environment.

Ideal candidates have 2+ years of recent tax preparation experience, active PTINs, and strong communication skills. The role is remote and involves training to stay current with tax rules and company standards.