Remote Tax Pro & Client Advisor

Intuit, Inc.; Chesterfield (MO); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax preparation specialist to support TurboTax customers in a virtual capacity. You will guide clients through federal/state returns, provide clear explanations, and perform full service preparation with signature.

The role requires 2+ years of experience, PTIN, and knowledge of Circular 230. A dedicated internet connection and English/Spanish skills are a plus; 20 hours per week minimum.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service and communication skills.
• English/Spanish bilingual is a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns, including full service preparation and signature.
• Provide tax advice and answer product questions in plain language.
• Utilize government and professional resources to deliver accurate answers.
• Document customer interactions and support KPIs and goals.
• Participate in pilot tests and training as required.
• Complete required trainings and development activities.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tools

Smartlook

Tax software proficiency

Job description

Intuit, Inc. is seeking a tax preparation specialist to support TurboTax customers in a virtual capacity. You will guide clients through federal/state returns, provide clear explanations, and perform full service preparation with signature.

The role requires 2+ years of experience, PTIN, and knowledge of Circular 230. A dedicated internet connection and English/Spanish skills are a plus; 20 hours per week minimum.