Remote Tax Pro & Client Advisor

Intuit, Inc.; Boulder (CO); Remote; USD 29,000 - 37,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to assist customers in completing federal and state tax returns. You will provide tax guidance, perform full-service return preparation and signatures, and answer product questions via video interactions.

The role emphasizes customer empathy, clear communication, and adherence to policies while maintaining KPIs. A minimum of 20 hours per week is required, with remote work across the United States.

Qualifications

• 2+ years of federal/state tax return preparation experience.
• Active PTIN or ability to obtain PTIN.
• Willingness to work a minimum of 20 hours per week.
• Strong verbal and written communication skills.
• Comfort using video/chat tools for customer interactions.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full-service preparation and signature for returns.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and apply company policies to resolve inquiries.
• Meet KPI metrics and participate in training, pilots, and cross-training as needed.

Skills

Tax return prep

Customer service

Communication

Bilingual EN/ES

Video interaction

Tools

TurboTax

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to assist customers in completing federal and state tax returns. You will provide tax guidance, perform full-service return preparation and signatures, and answer product questions via video interactions.

The role emphasizes customer empathy, clear communication, and adherence to policies while maintaining KPIs. A minimum of 20 hours per week is required, with remote work across the United States.