Remote Tax Pro & Client Advisor

Intuit, Inc.; Milwaukee (WI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to guide customers through federal and state tax returns using TurboTax products. You will provide expert tax advice, explain complex tax concepts, and complete full service returns where needed.

You will interact with customers via video, ensuring accurate, friendly support while meeting performance targets. A PTIN, strong communication skills, and willingness to train are required. Must reside in the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language; deliver accurate answers from trusted sources.
• Document customer interactions and work toward KPIs and business goals.
• Participate in training, pilots, and cross-training as required by the business.

Skills

Tax prep

Customer service

Video calls

Bilingual

PTIN

IRS guidance

Tech savvy

Part-time

Job description

Intuit, Inc. is seeking a virtual Tax Professional to guide customers through federal and state tax returns using TurboTax products. You will provide expert tax advice, explain complex tax concepts, and complete full service returns where needed.

You will interact with customers via video, ensuring accurate, friendly support while meeting performance targets. A PTIN, strong communication skills, and willingness to train are required. Must reside in the United States.