Remote Tax Pro: Returns Prep & Client Guidance

Intuit, Inc.; Madison (AL); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist for a fully remote, customer-facing role. You will guide customers through their TurboTax returns, provide tax explanations, and handle product inquiries using a video platform.

The position emphasizes clear communication, high accuracy, and adherence to company policies. The role requires at least 2 years of recent federal/state 1040 experience, a valid PTIN, and the ability to work a minimum of 20 hours weekly.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for many clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Strong communication and technical skills.
• Willingness to work a minimum of 20 hours per week.

Responsibilities

• Interact with customers through video and audio tools in a professional manner.
• Provide tax advice and full-service return preparation and signature.
• Explain tax and software questions using everyday language.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video calls

Bilingual English/Spanish

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation specialist for a fully remote, customer-facing role. You will guide customers through their TurboTax returns, provide tax explanations, and handle product inquiries using a video platform.

The position emphasizes clear communication, high accuracy, and adherence to company policies. The role requires at least 2 years of recent federal/state 1040 experience, a valid PTIN, and the ability to work a minimum of 20 hours weekly.