Remote Tax Pro & Client Advisor

Intuit, Inc.; Saint Cloud (MN); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional with experience in federal and state returns to assist TurboTax customers through virtual guidance, tax preparation, and explanations of terms. You will interact via video, guiding customers through the tax process from a remote location in the United States.

The role requires PTIN, strong communication skills, and proficiency with TurboTax. Training and ongoing development are provided; you will contribute to KPI targets and customer

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Willingness to work a minimum of 20 hours per week.
• Strong communication and customer service via video.
• Proficient with tax software (TurboTax) and general computer skills.
• Reside in the United States; bilingual English/Spanish a plus.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Assist customers via video to explain tax terms and processes.
• Document customer interactions and maintain quality metrics.
• Complete required training and compliance programs.

Skills

Tax preparation

Customer service

Bilingual (English/Spanish)

TurboTax experience

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated tax professional with experience in federal and state returns to assist TurboTax customers through virtual guidance, tax preparation, and explanations of terms. You will interact via video, guiding customers through the tax process from a remote location in the United States.

The role requires PTIN, strong communication skills, and proficiency with TurboTax. Training and ongoing development are provided; you will contribute to KPI targets and customer