Remote Tax Return Specialist — Expert Guidance & Support

Intuit, Inc.; Canonsburg (Washington County); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a tax preparation specialist to assist TurboTax customers remotely. You will guide customers through tax returns, provide expert explanations of tax terms, and perform full service preparation with signature.

Strong communication and customer empathy are essential to build trust and ensure accurate filings. Role requires 2+ years of federal/state 1040 experience, PTIN, and ability 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, using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN and working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Provide tax advice and full service return preparation and signature; answer product/software queries and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Document customer interactions and troubleshoot tax advice inquiries using defined company procedures.
• Meet KPI metrics and participate in pilot tests and training programs.

Skills

Tax prep experience

Customer service

Bilingual English/Spanish

PTIN

Education

No degree specified

Tools

Tax software

Job description

Intuit, Inc. seeks a tax preparation specialist to assist TurboTax customers remotely. You will guide customers through tax returns, provide expert explanations of tax terms, and perform full service preparation with signature.

Strong communication and customer empathy are essential to build trust and ensure accurate filings. Role requires 2+ years of federal/state 1040 experience, PTIN, and ability to work at least 20 hours per week.