Remote Tax Pro & Client Advisor

Intuit, Inc.; Greenwood (IN); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax preparation professional for a remote, customer-facing role. You will guide customers through their tax returns using TurboTax products, provide expert explanations, and ensure high-quality service.

The position requires strong communication, knowledge of tax regulations, and the ability to handle diverse customer inquiries. The role offers flexibility with a minimum of 20 hours per week and opportunities for training, bonuses, and company benefits.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Knowledge of Circular 230 and tax regulations.
• Willing to work at least 20 hours per week.
• Strong communication and problem-solving skills.
• Reside in the United States; English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics.
• Participate in training and development as required by the business.

Skills

Tax preparation

Customer service

Video tools

Bilingual EN/ES

Tools

TurboTax software

Video conferencing

Job description

Intuit, Inc. is seeking a tax preparation professional for a remote, customer-facing role. You will guide customers through their tax returns using TurboTax products, provide expert explanations, and ensure high-quality service.

The position requires strong communication, knowledge of tax regulations, and the ability to handle diverse customer inquiries. The role offers flexibility with a minimum of 20 hours per week and opportunities for training, bonuses, and company benefits.