Remote Tax Pro & Virtual Prep Specialist

Intuit, Inc.; Boston (MA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a qualified tax professional for a fully remote, customer-facing role focused on TurboTax assistance.

You will guide customers through tax preparation, provide expert explanations of tax terms, and ensure accurate returns with confidence. Responsibilities include delivering high-quality interactions via video, applying government resources to answer questions, and documenting every customer interaction while meeting KPI targets.

Qualifications

• 2+ years of federal and state 1040 tax return prep experience for 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 to work minimum 20 hours per week.
• Strong customer service, verbal and written communication skills.
• Ability to work in fast-paced environment with minimal supervision.
• Must have hardwired internet meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and work toward KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Smartlook/Video tools

Education

PTIN ownership or eligibility

State licenses or permits

Circular 230 knowledge

Tools

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional for a fully remote, customer-facing role focused on TurboTax assistance.

You will guide customers through tax preparation, provide expert explanations of tax terms, and ensure accurate returns with confidence. Responsibilities include delivering high-quality interactions via video, applying government resources to answer questions, and documenting every customer interaction while meeting KPI targets.