Remote Tax Expert & Client Advocate

Intuit, Inc.; Mobile (AL); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers in completing federal and state returns and explaining tax terms. This is a virtual, customer-facing role using video software, requiring excellent communication and tax knowledge.

You will provide expert guidance, document interactions, and work toward KPI goals while adhering to security standards. Minimum 20 hours per week; PTIN required.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for 30+ clients per season.
• Active PTIN and state licenses or ability to obtain.
• Willing to work a minimum of 20 hours per week.
• Strong technical and communication skills; proficient with computers.

Responsibilities

• Interact with customers via video communications software.
• Provide tax advice and full-service return preparation.
• Document customer interactions and resolve inquiries.
• Meet KPI targets and participate in training programs.

Skills

Customer service

Communication

Tax knowledge

Video calls

Problem solving

Multitasking

Tools

TurboTax

Job description

Intuit, Inc. seeks a motivated tax professional to assist TurboTax customers in completing federal and state returns and explaining tax terms. This is a virtual, customer-facing role using video software, requiring excellent communication and tax knowledge.

You will provide expert guidance, document interactions, and work toward KPI goals while adhering to security standards. Minimum 20 hours per week; PTIN required.