Remote Tax Specialist - Expert Returns & Guidance

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

Benefits offered by this job

Remote work

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking tax professionals to support TurboTax customers remotely. You will guide clients through their tax returns, provide expert answers, and perform full service preparation when needed.

This role emphasizes customer empathy, clear explanations of tax terms, and using government sites and resources to deliver accurate information. Applicants should have 2+ years of federal/state tax prep experience, a PTIN, and be willing to work at least 20 hours per week.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and maintain clear records.
• Meet KPI metrics and participate in pilot tests and training as needed.
• Willing to complete compliance and cross-training requirements.

Skills

Tax prep experience

Customer service

Verbal communication

Written communication

Problem solving

Job description

Intuit, Inc. is seeking tax professionals to support TurboTax customers remotely. You will guide clients through their tax returns, provide expert answers, and perform full service preparation when needed.

This role emphasizes customer empathy, clear explanations of tax terms, and using government sites and resources to deliver accurate information. Applicants should have 2+ years of federal/state tax prep experience, a PTIN, and be willing to work at least 20 hours per week.