Remote Tax Consultant & TurboTax Expert

Intuit, Inc.; Detroit (MI); Remote; USD 23,000 - 36,000; Part time

Benefits offered by this job

Bonus eligible

Job summary

Intuit, Inc. seeks a highly motivated tax professional for a virtual customer-facing role helping TurboTax customers complete federal and state returns.

You will provide tax advice, perform full-service return preparation, and answer product inquiries via a video platform, delivering clear explanations and confident guidance. The role requires 2+ years of 1040 experience with TurboTax software or similar, PTIN, and legal US residency.

Qualifications

• 2+ years of recent experience preparing federal and state individual 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 Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willingness 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 via video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, 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 security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art 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 knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Work toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations as needed.
• Complete all required training and development as determined by the business.

Skills

Tax preparation experience

Excellent communication skills

PTIN (have or obtain)

Bilingual English/Spanish (optional)

Tools

TurboTax software

Computer proficiency

Job description

Intuit, Inc. seeks a highly motivated tax professional for a virtual customer-facing role helping TurboTax customers complete federal and state returns.

You will provide tax advice, perform full-service return preparation, and answer product inquiries via a video platform, delivering clear explanations and confident guidance. The role requires 2+ years of 1040 experience with TurboTax software or similar, PTIN, and legal US residency.