Remote Tax Expert & Client Advisor

Intuit, Inc.; Springfield (MO); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation and guidance. You will use our video tools to interact with clients, provide tax advice, and perform full service return preparation, while documenting each interaction and aiming to meet Key Performance Indicators.

A minimum of 20 hours per week and US residency are required. The role emphasizes clear communication, empathy, and the ability to explain tax concepts in plain language, leveraging

Qualifications

• 2+ years of federal and state individual 1040 tax return prep experience.
• Must have or be able to obtain PTIN and related state licenses.
• Proficient with technology; solid computer and software knowledge.
• Willing to work a minimum of 20 hours per week.
• Reside in the United States.

Responsibilities

• Interact with customers via video communications software to provide tax guidance.
• Deliver tax advice, full service return preparation and signatures, and product inquiries.
• Document customer interactions accurately and clearly.
• Work toward KPI metrics and participate in trainings and pilots.

Skills

Tax preparation

Customer service

Video communications

Bilingual English/Spanish

PTIN & licenses awareness

Independent working

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation and guidance. You will use our video tools to interact with clients, provide tax advice, and perform full service return preparation, while documenting each interaction and aiming to meet Key Performance Indicators.

A minimum of 20 hours per week and US residency are required. The role emphasizes clear communication, empathy, and the ability to explain tax concepts in plain language, leveraging