Remote Tax Advisor — Customer-Focused Expert

Intuit, Inc.; Greer (SC); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers in a fully virtual setting. You will guide clients through federal and state returns with expertise, delivering clear explanations of tax terms and enabling accurate self- or assisted-prep.

The role emphasizes empathy, strong communication, and adherence to policies while solving product and tax questions. Remote, part-time with necessary training. Must reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain 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; interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• 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.
• Bilingual (English/Spanish) communication skills a plus
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via our video communications software (Smartlook).
• Help TurboTax customers with tax returns or delegated returns: tax advice; full service return preparation and signature; product/software inquiries; tax calculations.
• Create high quality customer interactions and experiences with empathy and deep tax knowledge.
• Use government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations; complete required training and development.

Skills

Bilingual English/Spanish

Excellent verbal and written

Customer service oriented

Strong problem solving

Critical thinking

Tech-savvy

Video/Audio communication tools

Minimal supervision

Remote work readiness

Training and learning

Education

Active PTIN

State licenses / certifications

Circular 230 knowledge

Tools

Smartlook

Tax preparation software

Job description

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers in a fully virtual setting. You will guide clients through federal and state returns with expertise, delivering clear explanations of tax terms and enabling accurate self- or assisted-prep.

The role emphasizes empathy, strong communication, and adherence to policies while solving product and tax questions. Remote, part-time with necessary training. Must reside in the United States.