Remote Tax Expert & Virtual Client Advisor

Intuit, Inc.; Henderson (NV); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in preparing federal and state returns. You will guide clients through tax concepts, perform full service return preparation, and handle software inquiries via state-of-the-art video tools.

Required are 2+ years of 1040 experience, active PTIN, and ability to obtain state licenses. The role emphasizes customer empathy, clear communication, and adherence to company processes while meeting performance goals.

Qualifications

• Two or more years of federal and state 1040 tax return prep for 30+ clients per season.
• Active PTIN and ability to obtain related state licenses, certificates, permits, or bonds.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation, and product/software inquiries.
• Document customer interactions and resolve tax advice inquiries per defined procedures.
• Meet KPI metrics and participate in pilot tests and training as required.

Skills

Tax preparation experience

Customer service

Explain tax concepts clearly

Strong communication

Education

Active PTIN

State licenses/certificates

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in preparing federal and state returns. You will guide clients through tax concepts, perform full service return preparation, and handle software inquiries via state-of-the-art video tools.

Required are 2+ years of 1040 experience, active PTIN, and ability to obtain state licenses. The role emphasizes customer empathy, clear communication, and adherence to company processes while meeting performance goals.