Remote Tax Pro & Advisor for TurboTax Returns

Intuit, Inc.; New Haven (CT); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks an experienced tax professional for a remote, customer-facing role focused on TurboTax support and tax preparation. You will guide customers through returns, explain tax terms, and deliver high‑quality assistance via video and chat, maintaining accuracy and security.

Responsibilities include resolving inquiries, documenting interactions, and meeting performance metrics while completing required training. A flexible, virtual work environment is provided.

Qualifications

• Minimum 2 years of federal/state individual 1040 tax return prep for at least 30 clients per season.
• Active PTIN and any required state licenses or permits.
• Proficiency with tax software and ability to explain tax terms clearly.

Responsibilities

• Provide tax preparation guidance and complete returns for customers remotely.
• Answer tax and software questions and complete signature-ready returns.
• Create quality interactions using video/audio tools and empathy.
• Document customer conversations and resolve inquiries per policies.
• Meet KPIs and participate in training and validation projects.

Skills

Customer service

Verbal communication

Written communication

Bilingual EN/ES

Critical thinking

Problem solving

Empathy

Attention to detail

Education

PTIN certification

State licenses/credentials

Tools

Smartlook

Job description

Intuit, Inc. seeks an experienced tax professional for a remote, customer-facing role focused on TurboTax support and tax preparation. You will guide customers through returns, explain tax terms, and deliver high‑quality assistance via video and chat, maintaining accuracy and security.

Responsibilities include resolving inquiries, documenting interactions, and meeting performance metrics while completing required training. A flexible, virtual work environment is provided.