Remote Tax Specialist: Expert Returns & Guidance

Intuit, Inc.; Woodstock (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. seeks a virtual tax professional with experience preparing federal and state returns. You will assist customers through TurboTax, provide tax explanations, and handle product inquiries in a remote setup.

Responsibilities include offering tax advice, full service returns, and documenting interactions while meeting KPI targets. Eligible for required trainings and compliance programs as needed.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using tax software.
• Must possess or obtain state licenses/certificates and have an active PTIN.
• Willing to work minimum 20 hours per week.
• Excellent verbal and written communication skills and ability to explain tax terms clearly.

Responsibilities

• Virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tech-savvy

Education

PTIN

State license/certificates

Job description

Intuit, Inc. seeks a virtual tax professional with experience preparing federal and state returns. You will assist customers through TurboTax, provide tax explanations, and handle product inquiries in a remote setup.

Responsibilities include offering tax advice, full service returns, and documenting interactions while meeting KPI targets. Eligible for required trainings and compliance programs as needed.