Remote Tax Return Specialist

Intuit, Inc.; Center Square (PA); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role. You will guide TurboTax users through tax returns, provide tax advice, and handle product inquiries with clear, everyday language.

The role requires 2+ years of federal and state tax return experience, active PTIN, and willingness to work at least 20 hours per week. Strong communication and tech skills are essential for success.

Qualifications

• 2+ years of preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries with guidance from policies.
• Meet KPI metrics and participate in pilots and training as required.

Skills

Tax preparation experience

Customer service

Verbal & written communication

Bilingual English/Spanish

Tech proficiency

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax preparation professional for a virtual, customer-facing role. You will guide TurboTax users through tax returns, provide tax advice, and handle product inquiries with clear, everyday language.

The role requires 2+ years of federal and state tax return experience, active PTIN, and willingness to work at least 20 hours per week. Strong communication and tech skills are essential for success.