Remote Tax Return Specialist

Intuit, Inc.; Strongsville (OH); Remote; USD 26,000 - 34,000; Full time

Benefits offered by this job

Bonus eligibility

Benefits package

Job summary

Intuit is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns and offering expert explanations of tax terms. You will handle tax calculations, provide advice, and answer software questions using TurboTax products.

The role emphasizes clear communication, empathy, and the ability to document interactions while meeting performance KPIs. Training and cross-training across products may be required.

Qualifications

• 2+ years of recent federal/state tax return preparation experience for at least 30 clients per season using commercial tax prep software.
• Active PTIN or ability to obtain.
• State licenses/certificates, permits, or bonds may be required.
• Must reside in the United States.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product or software inquiries and perform tax calculations.
• Create high quality customer interactions and trust through empathy and expertise in tax preparation.
• Leverage government and professional resources to deliver accurate answers in plain language.
• Follow defined procedures to resolve customer tax questions and document interactions.
• Meet KPIs and participate in pilots and validations as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Bilingual English/Spanish

Tech proficiency

Tools

TurboTax

Video conferencing

Smartlook

Internet research

Job description

Intuit is seeking a motivated tax professional to assist TurboTax customers remotely, guiding them through federal and state returns and offering expert explanations of tax terms. You will handle tax calculations, provide advice, and answer software questions using TurboTax products.

The role emphasizes clear communication, empathy, and the ability to document interactions while meeting performance KPIs. Training and cross-training across products may be required.