Remote Tax Pro & TurboTax Expert

Intuit, Inc.; Newport Beach (CA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a remote, virtual role serving TurboTax customers across the United States. You will provide expert tax guidance, complete returns with accuracy, and explain tax and product concepts clearly to clients.

Qualifications include tax return experience, PTIN, and ability to work at least 20 hours per week. You will use our video tools to assist customers and must reside in the United States. Training and security standards apply.

Qualifications

• Two or more years of federal and state 1040 tax return experience.
• Experience serving at least 30 clients per season.
• Active PTIN or ability to obtain.
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong verbal and written communication.

Responsibilities

• Provide tax advice and complete returns using TurboTax platform.
• Explain tax terms and calculations in everyday language.
• Interact with customers through video and audio tools.
• Document customer interactions and outcomes.
• Meet KPIs and participate in pilot projects and trainings.

Skills

Tax preparation experience

Customer service

Bilingual (English/Spanish)

Education

PTIN required/able to obtain

Tools

Video communications tools (Smartlook)

Job description

Intuit, Inc. is seeking a motivated tax professional for a remote, virtual role serving TurboTax customers across the United States. You will provide expert tax guidance, complete returns with accuracy, and explain tax and product concepts clearly to clients.

Qualifications include tax return experience, PTIN, and ability to work at least 20 hours per week. You will use our video tools to assist customers and must reside in the United States. Training and security standards apply.