Remote Tax Specialist: Expert Returns & Guidance

Intuit, Inc.; Greenwood (IN); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state returns in a fully remote, virtual role. You will use video and audio tools to deliver tax guidance, answer questions, and complete returns with accuracy and care.

Candidates need 2+ years of 1040 prep experience, a PTIN, and a willingness to train. You will document interactions, meet KPIs, and stay current on tax rules while helping customers understand complex terms in plain language.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Active PTIN and willingness to obtain state licenses or permits as required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Strong communication skills, both verbal and written, with a focus on customer service.
• Must reside in the United States and have a dedicated hardwired internet connection meeting security criteria.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video and audio tools.
• Provide tax advice and full-service return preparation and signatures.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet goals.
• Participate in training and development as required by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Education

PTIN holder

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state returns in a fully remote, virtual role. You will use video and audio tools to deliver tax guidance, answer questions, and complete returns with accuracy and care.

Candidates need 2+ years of 1040 prep experience, a PTIN, and a willingness to train. You will document interactions, meet KPIs, and stay current on tax rules while helping customers understand complex terms in plain language.