Remote Tax Specialist – Expert Guidance & Returns

Intuit, Inc.; Scottsdale (AZ); Remote; USD 32,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a Tax Professional for TurboTax support in a virtual, customer-facing role. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate filings with strong compliance and service standards.

Responsibilities include using our video tools to interact with customers, delivering clear answers, and documenting interactions. Prior tax prep experience and a valid PTIN are required.

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.
• Possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work 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 product/software inquiries.
• Create high quality customer interactions and document customer interactions.
• Meet KPI metrics and participate in pilot testing and trainings.
• Must complete all required training including compliance and up-skilling.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Problem solving

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a Tax Professional for TurboTax support in a virtual, customer-facing role. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate filings with strong compliance and service standards.

Responsibilities include using our video tools to interact with customers, delivering clear answers, and documenting interactions. Prior tax prep experience and a valid PTIN are required.