Remote Tax Pro & Client Advisor

Intuit, Inc.; Village of Newark (NY); 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 tax professional to join a remote, customer-facing team for TurboTax. You will assist customers with tax preparation, explain tax terms, and provide expert guidance via Smartlook video sessions.

You will deliver full-service return preparation, tax calculations, and software inquiries while building confidence with clear, everyday-language explanations. A PTIN and state licensing readiness are required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain related state licenses or permits.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills and professional communication.
• Ability to use video/audio tools and online platforms to assist customers.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge in tax preparation.
• Utilize government websites, professional resources, and team expertise to deliver accurate answers in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions and maintain records.
• Meet company KPI metrics and Big Bet Goals; participate in pilots and validations as needed.
• Complete required training and development as determined by the business, including compliance and cross-training.

Skills

Tax preparation

Customer service

Communication

Video conferencing

Problem solving

Bilingual English/Spanish

Tech-savviness

Tools

Smartlook

Tax software

Job description

Intuit, Inc. is seeking a tax professional to join a remote, customer-facing team for TurboTax. You will assist customers with tax preparation, explain tax terms, and provide expert guidance via Smartlook video sessions.

You will deliver full-service return preparation, tax calculations, and software inquiries while building confidence with clear, everyday-language explanations. A PTIN and state licensing readiness are required.