Remote Tax Prep Specialist & Client Advocate

Intuit, Inc.; Palm Springs (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist customers with federal and state tax returns using TurboTax. You will provide guidance, perform basic tax calculations, and respond to questions via video and chat tools.

The role emphasizes clear explanations and excellent customer service. Candidates should have recent tax preparation experience, be tech-savvy, and reside in the United States. A PTIN and state licenses are required or obtainable.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Explain tax terminology and guide customers through tax questions and software.
• Document customer interactions and meet KPI metrics.

Skills

Customer service

Verbal communication

Written communication

Teamwork

Education

PTIN credential

Tools

Tax software

Video communication tools

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist customers with federal and state tax returns using TurboTax. You will provide guidance, perform basic tax calculations, and respond to questions via video and chat tools.

The role emphasizes clear explanations and excellent customer service. Candidates should have recent tax preparation experience, be tech-savvy, and reside in the United States. A PTIN and state licenses are required or obtainable.