Remote Tax Specialist: Expert Prep & Guidance

Intuit, Inc.; Roswell (GA); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a tax-prep professional to help customers complete their federal and state returns using TurboTax. This is a virtual, customer-facing role focusing on accurate tax advice, full-service preparation, and clear communication through video and chat tools.

The position requires at least 2 years of recent experience, a valid PTIN, and strong English and Spanish communication. A dedicated home internet connection meeting security criteria is expected.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess an active PTIN and be able to obtain related state licenses/certificates.
• Strong customer service skills and ability to communicate clearly via video/audio tools.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Assist TurboTax users with tax advice, full service return preparation and signatures, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and deep tax knowledge.
• Reference government resources and explain tax terms in everyday language to resolve inquiries.
• Document customer interactions and work toward KPI metrics and project goals.
• Complete required training and participate in pilots and validations as needed.

Skills

Tax prep experience

PTIN

Spanish bilingual

Customer service

Video support

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. seeks a tax-prep professional to help customers complete their federal and state returns using TurboTax. This is a virtual, customer-facing role focusing on accurate tax advice, full-service preparation, and clear communication through video and chat tools.

The position requires at least 2 years of recent experience, a valid PTIN, and strong English and Spanish communication. A dedicated home internet connection meeting security criteria is expected.