Remote Tax Specialist — Expert Prep & Guidance

Intuit, Inc.; Boston (MA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation expert for a remote, customer-facing role supporting TurboTax customers. You will guide clients through tax questions, prepare returns, and provide clear explanations of tax concepts via video interactions.

The role requires 2+ years of experience, PTIN, knowledge of Circular 230, and strong communication skills. A willingness to work at least 20 hours per week and reside in the United States is essential.

Qualifications

• 2+ years of federal/state individual 1040 tax return prep for at least 30 clients per season using commercial tax prep software.
• Active Preparer Tax Identification Number (PTIN) required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Ability to obtain required state licenses/certificates.
• Proficient with technology and video/audio tools.
• Strong verbal and written communication.
• Willing to obtain required hardwired internet connection meeting security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video communications software.
• Provide tax advice, full-service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Use government sites and professional resources to deliver accurate answers in everyday language.
• Troubleshoot and resolve customer inquiries following defined practices and policies.
• Document all customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and training as required.

Skills

Tax preparation

PTIN

Circular 230

Video calls

Communication

Problem solving

Internet required

Bilingual (EN/ES)

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a tax-preparation expert for a remote, customer-facing role supporting TurboTax customers. You will guide clients through tax questions, prepare returns, and provide clear explanations of tax concepts via video interactions.

The role requires 2+ years of experience, PTIN, knowledge of Circular 230, and strong communication skills. A willingness to work at least 20 hours per week and reside in the United States is essential.