Remote Tax Expert — Virtual Returns & Guidance

Intuit, Inc.; West Lafayette (IN); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Bonus potential

Benefits package

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role helping TurboTax customers complete their returns.

You will provide expert guidance, tax explanations, and full-service preparation using our software, while delivering confident, empathetic service. The role requires 2+ years of federal/state filing experience, an active PTIN, and the ability to work at least 20 hours weekly from the United States.

Qualifications

• 2+ years of federal and state 1040 tax returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service and communication skills for video interactions.
• Excellent verbal and written communication skills.
• Must reside in the United States.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Assist TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using deep knowledge and empathy.
• Document customer interactions and apply company policies to resolve inquiries.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Video tools

Tech proficiency

Bilingual (English/Spanish)

Education

Active PTIN

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role helping TurboTax customers complete their returns.

You will provide expert guidance, tax explanations, and full-service preparation using our software, while delivering confident, empathetic service. The role requires 2+ years of federal/state filing experience, an active PTIN, and the ability to work at least 20 hours weekly from the United States.