Remote Tax Return Specialist

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

Job summary

Intuit, Inc. seeks a motivated tax professional for a fully remote, customer-facing role helping TurboTax users complete federal and state tax returns. You will provide expert tax guidance, perform full service return preparation, and explain tax terms clearly.

Strong communication, empathy, and online collaboration are essential. The role requires 2+ years of recent tax prep experience, PTIN, and the ability to work 20 hours per week or more.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 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 a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video and audio tools in a professional manner.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers with tax returns or delegated returns: tax advice, full service return preparation and signature, product inquiries, tax calculations.
• Create high quality customer interactions and experiences with empathy and tax expertise.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Apply procedures and company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and goals.
• Participate in pilot tests, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced environment

Tech savvy

Bilingual English/Spanish

PTIN knowledge

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional for a fully remote, customer-facing role helping TurboTax users complete federal and state tax returns. You will provide expert tax guidance, perform full service return preparation, and explain tax terms clearly.

Strong communication, empathy, and online collaboration are essential. The role requires 2+ years of recent tax prep experience, PTIN, and the ability to work 20 hours per week or more.