Remote Tax Pro & Client Advisor

Intuit, Inc.; Lansing (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers with TurboTax returns, offering guidance, and explanations of tax terms.

This role emphasizes empathy, accuracy, and strong communication to empower customers to complete taxes using TurboTax software. You will handle tax advice, full-service return preparation, and product inquiries, while meeting KPIs and participating in training programs.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain State licenses, certificates, permits, or bonds.
• Active PTIN required and familiarity with Circular 230.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Assist TurboTax customers with tax returns, including advice, full service preparation, and product inquiries.
• Create high quality customer interactions using empathy and tax knowledge; document interactions.
• Work towards KPIs and participate in training, pilots, and cross-training as needed.

Skills

Tax preparation experience

PTIN possession

State licenses

Bilingual English/Spanish

Strong communication

Video support proficiency

Tech proficiency

Circular 230 knowledge

Remote work ability

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers with TurboTax returns, offering guidance, and explanations of tax terms.

This role emphasizes empathy, accuracy, and strong communication to empower customers to complete taxes using TurboTax software. You will handle tax advice, full-service return preparation, and product inquiries, while meeting KPIs and participating in training programs.