Remote Tax Prep Specialist & Client Advisor

Intuit, Inc.; Pittsburgh (Allegheny County); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role in the United States. You will guide customers through their TurboTax returns, provide tax explanations, and support software inquiries with a focus on accuracy and empathy.

The position requires at least 2 years of federal and state 1040 experience, active PTIN, and the ability to work 20+ hours per week. Strong communication skills and familiarity with video interactions are essential.

Qualifications

• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation.
• Document customer interactions and apply company policies to troubleshoot and resolve inquiries.
• Work toward meeting company KPI metrics and Big Bet Goals and participate in pilot testing and training as needed.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

PTIN active

Video/phone support

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role in the United States. You will guide customers through their TurboTax returns, provide tax explanations, and support software inquiries with a focus on accuracy and empathy.

The position requires at least 2 years of federal and state 1040 experience, active PTIN, and the ability to work 20+ hours per week. Strong communication skills and familiarity with video interactions are essential.