Remote Tax Pro & Client Advisory Specialist

Intuit, Inc.; Lafayette (CA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States seeks a tax professional to assist TurboTax customers with federal and state returns, tax advice, and explanations of tax terms. This is a virtual, customer-facing role using video tools to interact with clients and deliver accurate, empathetic support.

You will prepare returns, answer product questions, and ensure compliance while meeting KPIs. A PTIN and US residency are required, with at least 20 hours per week available.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or obtain State licenses/certificates/permits/bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; computer operations and software.
• Strong customer service skills handling video/audio interactions.
• Excellent verbal and written communication skills.
• Critical thinking and problem-solving abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a hardwired internet connection.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interacting with customers via video communications software (Smartlook).
• Help TurboTax customers with tax advice, full service return preparation, and product inquiries.
• Create high quality customer interactions with empathy and tax knowledge.
• Use government websites and resources to deliver accurate answers in plain language.
• Apply company procedures to troubleshoot and resolve inquiries.
• Document customer interactions and follow up as needed.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations.
• Complete required training and development as determined by the business.

Skills

Tax expertise

Customer service

Video communication

English/Spanish (bilingual)

Analytical thinking

Education

Tax license/credentials (PTIN)

Tools

TurboTax or tax software

Smartlook video tool

Job description

Intuit, Inc. in the United States seeks a tax professional to assist TurboTax customers with federal and state returns, tax advice, and explanations of tax terms. This is a virtual, customer-facing role using video tools to interact with clients and deliver accurate, empathetic support.

You will prepare returns, answer product questions, and ensure compliance while meeting KPIs. A PTIN and US residency are required, with at least 20 hours per week available.