Remote Tax Pro & TurboTax Specialist

Intuit, Inc.; Boulder (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a Tax Preparer to help customers complete their taxes using TurboTax. You will deliver expert tax guidance, perform returns, and explain tax terms in a virtual, customer-facing setting. The role emphasizes high-quality service, clear communication, and adherence to security standards.

You will use innovative video tools, collaborate with a team, and participate in training and KPI-driven initiatives while supporting customers across the United States.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Knowledge of Circular 230 and tax regulations.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Strong verbal and written communication skills.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Provide tax guidance and full-service return preparation and signature for TurboTax customers.
• Interact with customers via video and audio tools (Smartlook) in a professional, friendly manner.
• Document customer interactions and maintain accurate records.
• Assist customers with product and software inquiries and tax calculations.
• Meet defined KPIs and participate in training and pilot projects.
• Apply company policies to troubleshoot inquiries and deliver the right answer.

Skills

Tax preparation experience

Customer service skills

Verbal and written communication

Bilingual English/Spanish (a plus)

Education

PTIN (Active)

State licenses/certificates

Circular 230 knowledge

Tools

Smartlook

Commercial tax software

Job description

Intuit, Inc. is seeking a Tax Preparer to help customers complete their taxes using TurboTax. You will deliver expert tax guidance, perform returns, and explain tax terms in a virtual, customer-facing setting. The role emphasizes high-quality service, clear communication, and adherence to security standards.

You will use innovative video tools, collaborate with a team, and participate in training and KPI-driven initiatives while supporting customers across the United States.