Remote Tax Consultant – Expert Returns & Guidance

Intuit, Inc.; Colorado Springs (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional with real-world 1040 preparation experience to guide TurboTax customers through their returns.

You will deliver clear explanations, accurate calculations, and friendly assistance using our video tools to build confidence and satisfaction. Responsibilities include providing tax advice, full-service returns, product inquiries, and customer documentation, while meeting KPI targets and completing required training.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interaction with customers through video/audio tools in a professional manner.
• 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 a dedicated hardwired internet connection meeting security criteria.
• Must reside in the United States.
• Bilingual (English/Spanish) a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax expertise.
• Utilize 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 experience validations.
• Be willing and able to complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Education

Active PTIN holder or eligible

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional with real-world 1040 preparation experience to guide TurboTax customers through their returns.

You will deliver clear explanations, accurate calculations, and friendly assistance using our video tools to build confidence and satisfaction. Responsibilities include providing tax advice, full-service returns, product inquiries, and customer documentation, while meeting KPI targets and completing required training.