Remote Tax Pro & Client Advisor

Intuit, Inc.; Peachtree City (GA); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax-preparation expert for a virtual, customer-facing role with TurboTax. You will assist clients with tax returns, provide guidance on tax terms, and perform full-service return preparation and signing.

The role emphasizes clear communication, empathy, and compliance with tax regulations. The position requires 2+ years of relevant experience, PTIN, and familiarity with Circular 230.

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 related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN (Preparer Tax Identification Number).
• Working knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers via video communications software.
• Assist TurboTax customers on tax returns: provide tax advice, full service return prep and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using empathy and extensive tax knowledge.
• Use government sites and professional resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot and resolve tax advice and preparation questions.
• Document customer interactions and align with KPI metrics and Big Bet Goals.
• Participate in pilot tests, projects, and experience validations; complete required trainings.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Fast-paced work

Internet connection

Job description

Intuit, Inc. is seeking a tax-preparation expert for a virtual, customer-facing role with TurboTax. You will assist clients with tax returns, provide guidance on tax terms, and perform full-service return preparation and signing.

The role emphasizes clear communication, empathy, and compliance with tax regulations. The position requires 2+ years of relevant experience, PTIN, and familiarity with Circular 230.