Remote Tax Pro & Client Advisor

Intuit, Inc.; Mobile (AL); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Bonus eligibility

Equity rewards

Benefits package

Job summary

Intuit is seeking a tax professional to assist TurboTax customers remotely with tax preparation and guidance. The role emphasizes clear communication, empathy, and accurate explanations of tax terminology while delivering high-quality customer interactions.

You will use video tools to assist customers, complete returns, and respond to product inquiries. Training and compliance requirements apply, with a minimum of 20 hours per week.

Qualifications

• 2+ years of recent tax preparation experience for federal and state returns.
• Active PTIN required.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications software (Smartlook) to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
• Explain tax concepts in Everyday language and document customer interactions.
• Meet KPIs and participate in training and development as required.

Skills

Customer service

Verbal communication

Written communication

Bi-lingual (English/Spanish)

Problem solving

Technical troubleshooting

Education

PTIN

State licenses/certificates (as applicable)

Tools

Smartlook

Job description

Intuit is seeking a tax professional to assist TurboTax customers remotely with tax preparation and guidance. The role emphasizes clear communication, empathy, and accurate explanations of tax terminology while delivering high-quality customer interactions.

You will use video tools to assist customers, complete returns, and respond to product inquiries. Training and compliance requirements apply, with a minimum of 20 hours per week.