Remote Tax Advisor & Customer Support Specialist

Intuit, Inc.; Milwaukee (WI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers with tax returns using TurboTax products. You will provide tax guidance, perform full service returns and signatures, and handle product inquiries.

Ideal candidates have 2+ years of federal/state filing experience, active PTIN, and knowledge of Circular 230. Strong communication, tech proficiency, and the ability to work at least 20 hours weekly are essential.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns.
• Must have or obtain PTIN and state licenses or permits.
• Comprehensive knowledge of tax rules and software.

Responsibilities

• This is a virtual, customer-facing role; you will use our video software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Provide high quality customer interactions with empathy and expertise.
• Use government websites and resources to find correct answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilot projects and experience validations as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Video calls

Bilingual English/Spanish

Education

PTIN holder

State licenses

Circular 230 knowledge

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers with tax returns using TurboTax products. You will provide tax guidance, perform full service returns and signatures, and handle product inquiries.

Ideal candidates have 2+ years of federal/state filing experience, active PTIN, and knowledge of Circular 230. Strong communication, tech proficiency, and the ability to work at least 20 hours weekly are essential.