Remote Tax Advisor & Client Support Specialist

Intuit, Inc.; Milwaukee (WI); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States seeks a tax professional to assist customers with TurboTax. You will provide tax guidance, full service return preparation, and clear explanations of tax terms during video interactions.

Candidates should have 2+ years of federal/state 1040 experience and possess a PTIN. High emphasis on customer service, communication, and ability to work at least 20 hours weekly.

Qualifications

• 2+ years of federal and state individual 1040 return experience for 30+ clients per season.
• Active PTIN or ability to obtain; state licenses if required.
• Must reside in the United States and be available to work at least 20 hours weekly.
• Excellent verbal and written communication; strong problem solving.

Responsibilities

• This is a virtual, customer-facing role using video tools to assist customers.
• Provide tax advice, full-service return preparation and signature, and answer product questions.
• Document interactions and meet KPIs; participate in training and pilots as needed.
• Utilize official resources to provide accurate, clear explanations.

Skills

Tax preparation

Customer service

Video communication

Bilingual (English/Spanish)

Tools

PTIN

Tax software

Job description

Intuit, Inc. in the United States seeks a tax professional to assist customers with TurboTax. You will provide tax guidance, full service return preparation, and clear explanations of tax terms during video interactions.

Candidates should have 2+ years of federal/state 1040 experience and possess a PTIN. High emphasis on customer service, communication, and ability to work at least 20 hours weekly.