Remote Tax Pro & Client Advisor

Intuit, Inc.; St. Louis (MO); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers from a virtual, client-facing environment. You will guide customers through tax preparation and explanations of terms, using our Smartlook video tools and Intuit processes.

Ideal candidates have 2+ years of federal/state 1040 experience, PTIN, and strong communication skills. The role emphasizes accuracy, customer empathy, and adherence to company policies while enabling flexible weekly hours.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; strong computer skills.
• Strong customer service and communication skills for video and audio interactions.
• Excellent verbal and written communication.
• 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 using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product and software inquiries and perform tax calculations.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development, including compliance and cross-training of products.

Skills

Tax knowledge

Customer service

Communication (verbal and written)

Problem solving

Attention to detail

Bilingual (English/Spanish)

Video/remote communication tools

Tools

Smartlook

Tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers from a virtual, client-facing environment. You will guide customers through tax preparation and explanations of terms, using our Smartlook video tools and Intuit processes.

Ideal candidates have 2+ years of federal/state 1040 experience, PTIN, and strong communication skills. The role emphasizes accuracy, customer empathy, and adherence to company policies while enabling flexible weekly hours.