Remote Tax Specialist — Virtual Returns & Guidance

Intuit, Inc.; Sacramento (CA); Remote; USD 30,000 - 41,000; Full time

Job summary

Intuit is seeking a tax professional to assist TurboTax customers remotely with tax preparation, advice and explanations of tax terms. You will interact via video, guide customers through returns, and ensure accurate, compliant filings.

The role requires 2+ years of recent tax prep experience, PTIN, and knowledge of Circular 230. Bilingual English/Spanish is a plus; you must reside in the United States and be able to work at least 20 hours per week.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation experience for 30+ clients per season using commercial tax prep software.
• Active PTIN or ability to obtain.
• State licenses, certificates, permits, or bonds as required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language and document customer interactions.
• Meet KPI metrics and participate in training and pilot projects as needed.

Skills

Tax preparation experience

Customer service skills

Verbal and written communication

Critical thinking

Adaptability in fast-paced environment

Job description

Intuit is seeking a tax professional to assist TurboTax customers remotely with tax preparation, advice and explanations of tax terms. You will interact via video, guide customers through returns, and ensure accurate, compliant filings.

The role requires 2+ years of recent tax prep experience, PTIN, and knowledge of Circular 230. Bilingual English/Spanish is a plus; you must reside in the United States and be able to work at least 20 hours per week.