Remote Tax Specialist — Client-Facing Expert

Intuit, Inc.; West Lafayette (IN); Remote; USD 22,000 - 36,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a tax-preparation specialist for a fully remote, customer-facing role. You will guide TurboTax users through tax returns, provide explanations of tax terms, and offer expert support via video interactions.

Requirements include 2+ years of federal/state return prep, PTIN, and strong communication. The role emphasizes high-quality customer experiences, adherence to procedures, and KPI attainment.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 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.
• Active PTIN required.
• Knowledge of Circular 230.
• Available to work a minimum of 20 hours per week.
• Proficient with technology and software.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries using defined procedures.
• Meet KPI metrics and participate in pilots and trainings.
• Work with government websites and resources to provide accurate answers.

Skills

Tax preparation

PTIN

Circular 230

Customer service

Video interaction

Education

State licenses/certificates

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a tax-preparation specialist for a fully remote, customer-facing role. You will guide TurboTax users through tax returns, provide explanations of tax terms, and offer expert support via video interactions.

Requirements include 2+ years of federal/state return prep, PTIN, and strong communication. The role emphasizes high-quality customer experiences, adherence to procedures, and KPI attainment.