Remote Tax Pro & Client Advisor

Intuit, Inc.; Holly Springs (NC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual TurboTax specialist to guide customers through tax prep, provide expert explanations, and deliver high-quality service remotely from anywhere in the United States.

You will use video tools to assist clients, deliver tax advice, and perform full-service returns with accuracy and empathy. The role emphasizes compliance, ongoing training, and meeting KPI targets in a fast-paced environment, with a focus on customer satisfaction and clear communication.

Qualifications

• 2+ years preparing federal and state 1040 for 30+ clients per season using commercial software.
• State licenses/certificates/permits/bonds required or obtainable.
• Active PTIN required.
• Circular 230 knowledge.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong customer service with video/audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research skills.
• Able to work in fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit criteria.
• Bilingual English/Spanish 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 inquires, Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Tax preparation experience

Customer service

Video/phone tech

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a virtual TurboTax specialist to guide customers through tax prep, provide expert explanations, and deliver high-quality service remotely from anywhere in the United States.

You will use video tools to assist clients, deliver tax advice, and perform full-service returns with accuracy and empathy. The role emphasizes compliance, ongoing training, and meeting KPI targets in a fast-paced environment, with a focus on customer satisfaction and clear communication.