Remote Tax Pro & Virtual Return Specialist

Intuit, Inc.; Fort Collins (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to help TurboTax customers complete their returns. You will provide tax guidance, explain tax terms, and perform full service return preparation with signature.

The role emphasizes excellent communication, customer empathy, and adherence to training and compliance requirements. You must have 2+ years of federal/state tax return experience, a valid PTIN, and be willing to work at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN required.
• Possess or be able to obtain state licenses, certificates, permits, or bonds.
• Knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology and video/audio tools.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and assist with tax calculations.
• Create high quality customer interactions with deep empathy and expertise.
• Document customer interactions and adhere to procedures and policies.
• Meet KPIs and participate in pilots and trainings as required.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax professional for a virtual, customer-facing role to help TurboTax customers complete their returns. You will provide tax guidance, explain tax terms, and perform full service return preparation with signature.

The role emphasizes excellent communication, customer empathy, and adherence to training and compliance requirements. You must have 2+ years of federal/state tax return experience, a valid PTIN, and be willing to work at least 20 hours per week.