Remote Tax Pro & TurboTax Expert

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

Job summary

Intuit, Inc. seeks a tax preparation professional to assist TurboTax customers remotely. You will guide customers through tax returns, provide expert tax explanations, and perform full-service preparation and signature while delivering high-quality, empathetic service.

The role involves using video tools, solving complex tax questions, and adhering to compliance requirements. A PTIN and state licenses plus strong communication skills are essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video and audio tools professionally and confidently.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature for TurboTax customers.
• Explain tax terms and product questions in everyday language; use government resources and team expertise to deliver correct answers.
• Document all customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations; complete required training and compliance programs.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Fast-paced work

Bilingual (English/Spanish) a plus

Education

Active PTIN

State licenses / certifications

Circular 230 knowledge

Tools

Commercial tax preparation software

Job description

Intuit, Inc. seeks a tax preparation professional to assist TurboTax customers remotely. You will guide customers through tax returns, provide expert tax explanations, and perform full-service preparation and signature while delivering high-quality, empathetic service.

The role involves using video tools, solving complex tax questions, and adhering to compliance requirements. A PTIN and state licenses plus strong communication skills are essential.