Remote Tax Advisor & Customer Experience Pro

Intuit, Inc.; Scottsdale (AZ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional for a virtual TurboTax support role. You will guide customers through tax preparation, provide explanations of tax terms, and assist with returns and signatures.

The position emphasizes excellent communication, product knowledge, and customer empathy. Training and compliance requirements are included, with remote work supported across the United States.

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 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; use video software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation, and tax calculations.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in pilots and trainings as needed.

Skills

Tax preparation

Customer service

Video communication

Bilingual (EN/ES)

Education

PTIN/State licenses

Tools

Tax software

Job description

Intuit, Inc. is seeking an experienced tax professional for a virtual TurboTax support role. You will guide customers through tax preparation, provide explanations of tax terms, and assist with returns and signatures.

The position emphasizes excellent communication, product knowledge, and customer empathy. Training and compliance requirements are included, with remote work supported across the United States.