Remote Tax Pro & Client Advisor (1040 Expert)

Intuit, Inc.; Atlanta (GA); Remote; USD 43,000 - 68,000; Full time

Job summary

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a virtual, customer-facing capacity. You will guide users through tax preparation, explain tax terms, and ensure accurate, compliant filings using TurboTax software.

The role emphasizes clear communication, empathy, and ability to resolve inquiries via video and audio tools, while meeting KPIs and participating in training programs as required.

Qualifications

• 2+ years preparing federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN is required.
• Willing to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers via our video communications software (Smartlook).
• Provide tax advice and support for TurboTax users with tax returns or delegated returns.
• Perform full service return preparation and signature; address product/software inquiries and tax calculations.
• Document customer interactions and continuously work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects and experience validations; complete required trainings as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Problem solving

Bilingual English/Spanish

Education

PTIN (Preparer Tax Identification Number)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a highly motivated tax professional to assist customers with their TurboTax returns in a virtual, customer-facing capacity. You will guide users through tax preparation, explain tax terms, and ensure accurate, compliant filings using TurboTax software.

The role emphasizes clear communication, empathy, and ability to resolve inquiries via video and audio tools, while meeting KPIs and participating in training programs as required.