Remote Tax Pro & Client Advisor

Intuit, Inc.; McAllen (TX); Remote; USD 18,000 - 28,000; Part time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional with federal and state 1040 experience to guide TurboTax customers through tax returns. You will provide expert tax explanations, support, and accurate preparation via video interactions, while upholding service standards.

The role is part-time (minimum 20 hours/week) and remote nationwide in the United States. You’ll complete training, follow policies, document interactions, and help customers maximize refunds with professional, empathetic

Qualifications

• 2+ years of recente federal/state 1040 preparation for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Must have an active PTIN and working knowledge of Circular 230.

Responsibilities

• Provide tax advice, full-service return preparation and signature.
• Interact with customers via video and audio tools; document interactions.
• Troubleshoot inquiries using gov sites and professional resources; escalate as needed.
• Apply policies to resolve tax advice and preparation questions, quickly and accurately.
• Meet KPIs and participate in pilot tests, projects, and training.

Skills

Customer service

Communication (verbal & written)

Problem solving

Research skills

Time management

Bilingual English/Spanish

Education

PTIN

State licenses/certificates

Circular 230 knowledge

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Professional with federal and state 1040 experience to guide TurboTax customers through tax returns. You will provide expert tax explanations, support, and accurate preparation via video interactions, while upholding service standards.

The role is part-time (minimum 20 hours/week) and remote nationwide in the United States. You’ll complete training, follow policies, document interactions, and help customers maximize refunds with professional, empathetic