Remote Tax Preparer & Client Success Advisor

Intuit, Inc.; Lawrenceville (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax users complete their returns, provide expert guidance, and explain tax terms.

You will interact via video, assist with full-service returns, answer questions, and document interactions while meeting KPI goals. Requires 2+ years of tax prep, PTIN, and ability to work at least 20 hours weekly; English/Spanish bilingual a plus.

Qualifications

• Two or more years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.
• Strong communication and customer service skills.

Responsibilities

• Interact with customers remotely using video communications software to provide tax advice and support.
• Assist with full-service tax return preparation and signatures.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and contribute to KPI metrics.
• Participate in training and development programs as required.
• Apply company policies to resolve inquiries.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

Education

State licenses/certificates

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role helping TurboTax users complete their returns, provide expert guidance, and explain tax terms.

You will interact via video, assist with full-service returns, answer questions, and document interactions while meeting KPI goals. Requires 2+ years of tax prep, PTIN, and ability to work at least 20 hours weekly; English/Spanish bilingual a plus.