Remote Tax Pro - TurboTax Expert & Client Support

Intuit, Inc.; Strongsville (OH); Remote; USD 26,000 - 34,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. in the United States is seeking an experienced tax professional to assist TurboTax customers with federal and state returns in a fully remote, virtual setting.

You will guide clients through tax topics, perform full-service return preparation, and explain tax terms in clear language to build confidence. Ideal candidates have 2+ years of 1040 prep, PTIN, and knowledge of Circular 230, plus strong communication skills and reliability for 20+ hours per week.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain 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 and software operations.
• Strong customer service and professional communication skills.
• Excellent verbal and written communication.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video software.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with deep knowledge in tax preparation.
• Leverage government sites and resources to deliver accurate answers in everyday language.
• Apply procedures and policies to troubleshoot tax advice inquiries.
• Document customer interactions and meet KPI metrics.
• Participate in pilot testing and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish) a plus

Education

PTIN

State licenses/certificates

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. in the United States is seeking an experienced tax professional to assist TurboTax customers with federal and state returns in a fully remote, virtual setting.

You will guide clients through tax topics, perform full-service return preparation, and explain tax terms in clear language to build confidence. Ideal candidates have 2+ years of 1040 prep, PTIN, and knowledge of Circular 230, plus strong communication skills and reliability for 20+ hours per week.