Remote Tax Pro & Client Advisor

Intuit, Inc.; Montgomery (AL); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, delivering expert tax guidance and accurate returns.

This virtual, client-facing role requires strong communication and problem-solving skills, with the ability to explain complex tax terms in plain language. You will support live via video and document customer interactions while meeting KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns.
• Must have or obtain PTIN and know Circular 230 basics.
• Willing to work a minimum of 20 hours per week and complete trainings.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signatures.
• Explain tax terms clearly and document customer interactions.
• Meet KPI metrics and participate in training and pilots as needed.

Skills

Tax preparation

Customer service

Video/phone chat

Communication skills

Bilingual English/Spanish

Attention to detail

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely, delivering expert tax guidance and accurate returns.

This virtual, client-facing role requires strong communication and problem-solving skills, with the ability to explain complex tax terms in plain language. You will support live via video and document customer interactions while meeting KPIs.