Remote Tax Pro & Client Advisor

Intuit, Inc.; Albany (GA); Remote; USD 26,000 - 37,000; Full time

Benefits offered by this job

Bonus eligibility

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide users through tax preparation, explain terms, and deliver exceptional service via video tools.

This role emphasizes accuracy, empathy, and the ability to communicate complex tax concepts in plain language. Responsibilities include handling requests for tax advice, full service return preparation with signature, and product inquiries, while documenting interactions and meeting KPI

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN) is required.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service skills with professional video and audio communication.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and tax expertise.
• Utilize government sites and resources to deliver accurate answers in plain language.
• Follow procedures to troubleshoot and resolve tax advice inquiries.
• Document customer interactions and work toward KPI metrics and big bets goals.
• Participate in pilot testing, projects, and validations; complete required trainings.

Skills

Tax preparation

Customer service

Verbal and written communication

Video/ audio tools

Bilingual English/Spanish (plus)

Tools

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist TurboTax customers remotely. You will guide users through tax preparation, explain terms, and deliver exceptional service via video tools.

This role emphasizes accuracy, empathy, and the ability to communicate complex tax concepts in plain language. Responsibilities include handling requests for tax advice, full service return preparation with signature, and product inquiries, while documenting interactions and meeting KPI