Remote Tax Specialist: Expert Guidance & Support

Intuit, Inc.; Pleasant Hill (CA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking an experienced tax preparer for a virtual role helping customers complete their tax returns using TurboTax products. You will provide expert guidance, tax explanations, and full service preparation while using state-of-the-art video tools to interact with clients from across the United States.

The role emphasizes strong communication, customer service, and adherence to tax regulations, with training and KPI-focused performance. Remote work with flexible hours is available.

Qualifications

• 2+ years preparing federal and state 1040 returns for 30+ clients per season.
• Must have or obtain relevant state licenses, certificates, permits or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Document customer interactions and work toward KPI metrics and goals.
• Participate in training, pilots, and cross-training as required.

Skills

Communication skills

Tax preparation

Customer service

Verbal & written communication

Tech proficiency

Video communication tools

Tools

Smartlook

Job description

Intuit, Inc. is seeking an experienced tax preparer for a virtual role helping customers complete their tax returns using TurboTax products. You will provide expert guidance, tax explanations, and full service preparation while using state-of-the-art video tools to interact with clients from across the United States.

The role emphasizes strong communication, customer service, and adherence to tax regulations, with training and KPI-focused performance. Remote work with flexible hours is available.