Remote Tax Expert & Client Guidance Specialist

Intuit, Inc.; Cumming (GA); Remote; USD 50,000 - 70,000; Part time

Benefits offered by this job

Competitive compensation

Performance bonuses

Remote work

Job summary

Intuit, Inc. in the United States seeks a tax professional with experience to assist customers in completing their taxes using TurboTax products.

This virtual role focuses on expert guidance, tax preparation, and explaining tax and technical terms to empower customers. You will interact with customers via video tools, provide tax advice, handle full-service returns and related inquiries, and ensure accurate documentation while meeting performance metrics.

Qualifications

• 2+ years of federal and state 1040 preparation for at least 30 clients per season.
• Active PTIN and state licenses or ability to obtain.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via our video communications software.
• Provide tax advice, full-service return preparation and signature, and answer product/software inquiries.
• Document customer interactions and meet KPIs, participating in training as required.

Skills

Tax preparation

Customer service

Video communication

Bilingual English/Spanish

Tools

Intuit TurboTax software

Video conferencing tools

Job description

Intuit, Inc. in the United States seeks a tax professional with experience to assist customers in completing their taxes using TurboTax products.

This virtual role focuses on expert guidance, tax preparation, and explaining tax and technical terms to empower customers. You will interact with customers via video tools, provide tax advice, handle full-service returns and related inquiries, and ensure accurate documentation while meeting performance metrics.