Remote Tax Pro & Client Advisor — Part-Time

Intuit, Inc.; Bloomfield (CT); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a highly motivated tax preparer to help TurboTax customers complete their returns remotely. You will explain tax terms, provide guidance, and ensure accurate filings while delivering friendly, expert service.

This virtual role requires strong communication, a minimum of 20 hours per week, active PTIN, and the ability to navigate government sites. Training and compliance are part of the role, with performance metrics and growth opportunities.

Qualifications

• 2+ years of federal/state 1040 tax return prep for at least 30 clients per season.
• Must have or be able to obtain State licenses/certificates/permits/bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Excellent verbal and written communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated internet connection meeting Intuit criteria.
• Bilingual English/Spanish a plus, written & spoken.

Responsibilities

• This is a virtual, customer-facing role using Smartlook video to interact with customers.
• Assist TurboTax customers on tax returns with: tax advice, full service prep and signature, product queries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government sites and resources to deliver correct answers in plain language.
• Follow procedures to troubleshoot and resolve tax questions.
• Document all customer interactions for records.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot tests and experience validations as needed.
• Complete required training and compliance programs as determined by the business.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Tools

TurboTax

Job description

Intuit, Inc. is seeking a highly motivated tax preparer to help TurboTax customers complete their returns remotely. You will explain tax terms, provide guidance, and ensure accurate filings while delivering friendly, expert service.

This virtual role requires strong communication, a minimum of 20 hours per week, active PTIN, and the ability to navigate government sites. Training and compliance are part of the role, with performance metrics and growth opportunities.