Remote Tax Pro & Advisor (Video-First)

Intuit, Inc.; Birmingham (AL); Remote; USD 32,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax-preparation specialist for a virtual, customer-facing role. You will guide customers through tax returns, provide tax advice, and handle related inquiries using TurboTax products and remote video tools.

Must have 2+ years of federal/state return experience, active PTIN, and willingness to train. A US resident willing to work at least 20 hours per week is required, with strong communication skills and tech proficiency.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return prep for 30+ clients per season.
• Must possess or obtain related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Helpful bilingual English/Spanish skills are a plus.
• Must reside in the United States.

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 knowledge in tax preparation.
• Utilize government resources and team expertise to deliver the right answer in plain language.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation

Customer service

Video communication

Bilingual (English/Spanish)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax-preparation specialist for a virtual, customer-facing role. You will guide customers through tax returns, provide tax advice, and handle related inquiries using TurboTax products and remote video tools.

Must have 2+ years of federal/state return experience, active PTIN, and willingness to train. A US resident willing to work at least 20 hours per week is required, with strong communication skills and tech proficiency.