Remote Tax Preparation Specialist & Client Advisor

Intuit, Inc.; Cherry Hill Township (NJ); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional with tax preparation experience to guide customers through their 1040 returns using TurboTax products. You will explain complex tax terms in plain language and provide expert advice to ensure accurate, complete filings.

The role emphasizes exceptional customer service, strong communication, and the ability to work independently in a remote setting. Training and compliance requirements will be provided to maintain high standards.

Qualifications

• 2+ years of recent federal/state 1040 tax return prep experience.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using Smartlook video communications software.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy and deep tax knowledge.
• Explain tax and technical terms using everyday language and reliable resources.
• Apply defined practices and company policies to troubleshoot tax advice and preparation inquiries.
• Document customer interactions and outcomes.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations; complete required training and development.

Skills

Customer service

Video calls

Communication

Problem solving

Tech proficiency

Bilingual English/Spanish

Tools

Smartlook

TurboTax

Job description

Intuit, Inc. is seeking a virtual Tax Professional with tax preparation experience to guide customers through their 1040 returns using TurboTax products. You will explain complex tax terms in plain language and provide expert advice to ensure accurate, complete filings.

The role emphasizes exceptional customer service, strong communication, and the ability to work independently in a remote setting. Training and compliance requirements will be provided to maintain high standards.