Remote Tax Consultant: Expert Returns & Guidance

Intuit, Inc.; Bloomington (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual Tax Pro to assist TurboTax customers with federal and state returns. The role emphasizes customer empathy, clear explanations of tax terms, and accurate, compliant tax preparation.

You will navigate video communications software, deliver tax advice, and handle product inquiries while ensuring high-quality customer service and adherence to training and security requirements. This is a remote position based in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 federal/state 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 PTIN.
• Working knowledge of Circular 230.
• Willingness to work minimum 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video/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 security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via video communications software (Smartlook).
• Provide tax advice and assist with full service return preparation and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Create high-quality customer interactions and experiences with clear explanations of tax terms.
• Utilize government resources and team expertise to deliver accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve inquiries; document customer interactions.
• Support KPI metrics and participate in pilots and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal and written communication

Problem solving

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Pro to assist TurboTax customers with federal and state returns. The role emphasizes customer empathy, clear explanations of tax terms, and accurate, compliant tax preparation.

You will navigate video communications software, deliver tax advice, and handle product inquiries while ensuring high-quality customer service and adherence to training and security requirements. This is a remote position based in the United States.