Remote Tax Pro: TurboTax Expert & Client Guide

Intuit, Inc.; Phoenix (AZ); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax preparation specialist to assist customers via virtual channels using TurboTax products. The role emphasizes expert guidance, tax preparation, and clear explanations of tax terms. You will help customers complete their returns and uphold service quality.

Candidates should have 2+ years of federal/state return experience, active PTIN, and the ability to work at least 20 hours per week from a US location. Bilingual English/Spanish is a plus and training will be provided.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for 30+ clients per season.
• Active PTIN and state licenses or ability to obtain.
• Working knowledge of Circular 230.
• Willingness to work minimum 20 hours/week.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature.
• Answer product inquiries and tax calculations.
• Document customer interactions and adhere to procedures.
• Meet KPI metrics and participate in training and pilots.
• Must complete required training and professional development.

Skills

Customer service

Communication

Bilingual English/Spanish

Video/online support

Problem solving

Tools

TurboTax

Job description

Intuit, Inc. seeks a tax preparation specialist to assist customers via virtual channels using TurboTax products. The role emphasizes expert guidance, tax preparation, and clear explanations of tax terms. You will help customers complete their returns and uphold service quality.

Candidates should have 2+ years of federal/state return experience, active PTIN, and the ability to work at least 20 hours per week from a US location. Bilingual English/Spanish is a plus and training will be provided.