Remote Tax Advisor & Client-Experience Pro

Intuit, Inc.; Bluffton (SC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit TurboTax is seeking a motivated tax professional for a virtual role that guides customers through federal and state tax returns, offering expert advice and full service preparation. You’ll communicate via video, solve complex tax questions, and ensure accurate filings while meeting performance metrics.

The position requires 2+ years of recent tax prep experience, active PTIN, and a hardwired internet connection; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills; ability to interact via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit security criteria.
• Location: United States (reside in the United States).

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and tax knowledge.
• Utilize government websites and resources to deliver accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet company KPIs and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video calls

Communication

Job description

Intuit TurboTax is seeking a motivated tax professional for a virtual role that guides customers through federal and state tax returns, offering expert advice and full service preparation. You’ll communicate via video, solve complex tax questions, and ensure accurate filings while meeting performance metrics.

The position requires 2+ years of recent tax prep experience, active PTIN, and a hardwired internet connection; bilingual English/Spanish is a plus.