Remote Tax Specialist - Expert Returns & Guidance

Intuit, Inc.; Chula Vista (CA); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Bonus & equity

Benefits package

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a remote, customer-facing role supporting TurboTax users. You will provide expert tax guidance, prepare and review returns, and explain tax terms in plain language to help customers complete their filings confidently.

Strong communication, meticulous attention to detail, and knowledge of the latest tax rules are essential. Training and ongoing development are provided to help you succeed.

Qualifications

• 2+ years of federal/state 1040 prep for 30+ clients per season using tax software.
• Must possess or be able to obtain State licenses/permits.
• Active PTIN.
• Knowledge of Circular 230.

Responsibilities

• Interact with customers via video to guide tax preparation and provide tax advice.
• Prepare and sign full service tax returns and answer product questions.
• Document customer interactions and troubleshoot using company policies.
• Meet KPIs and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Communication

Problem solving

Education

PTIN holder

State licenses

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a remote, customer-facing role supporting TurboTax users. You will provide expert tax guidance, prepare and review returns, and explain tax terms in plain language to help customers complete their filings confidently.

Strong communication, meticulous attention to detail, and knowledge of the latest tax rules are essential. Training and ongoing development are provided to help you succeed.