Remote Tax Pro & Client Advisor (Tax Prep)

Intuit, Inc.; New York (NY); Remote; USD 31,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual role to assist customers with their tax returns using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their taxes.

The role emphasizes delivering high-quality customer experiences, leveraging government and professional resources, and meeting KPI targets. Some training and cross-training may be required, with a flexible schedule around a minimum

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for a season, using commercial tax software.
• Active PTIN and ability to obtain state licenses/certs as needed.
• Strong verbal and written communication in a professional, friendly manner.

Responsibilities

• Virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language to customers.
• Document customer interactions and progress toward KPIs and goals.
• Participate in training, pilots, and cross-training as required.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video interaction

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual role to assist customers with their tax returns using TurboTax products. You will provide expert guidance, tax preparation, and explanations of tax terms to empower customers to complete their taxes.

The role emphasizes delivering high-quality customer experiences, leveraging government and professional resources, and meeting KPI targets. Some training and cross-training may be required, with a flexible schedule around a minimum