Remote Tax Specialist — Expert Returns & Guidance

Intuit, Inc.; Grand Rapids (MI); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. seeks a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert tax guidance, explain terms, and support customers through video interactions. A minimum of 2 years in individual tax prep and active PTIN are required.

Responsibilities include tax advice, full-service return preparation, and issue resolution while documenting interactions and meeting performance KPIs. Remote work with flexible hours is offered.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Able to work remotely with a dedicated internet connection meeting Intuit criteria.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using our video communications software.
• Provide tax advice, full service return preparation and signature, and product/software inquiries.
• Document customer interactions and work toward meeting KPI metrics.
• Participate in training, pilot testing, and knowledge development as required.

Skills

Tax preparation experience

Excellent communication

Bilingual (English/Spanish)

Video/remote customer service

Strong problem solving

Tools

TurboTax software

Job description

Intuit, Inc. seeks a tax professional to help TurboTax customers complete federal and state returns remotely. You will provide expert tax guidance, explain terms, and support customers through video interactions. A minimum of 2 years in individual tax prep and active PTIN are required.

Responsibilities include tax advice, full-service return preparation, and issue resolution while documenting interactions and meeting performance KPIs. Remote work with flexible hours is offered.