Remote Tax Pro & Client Advisory Specialist

Intuit, Inc.; Portland (ME); Remote; USD 26,000 - 34,000; Full time

Job summary

Intuit, Inc. is seeking a remote tax professional with strong TurboTax knowledge to guide customers through federal and state returns. You will deliver expert tax guidance, complete returns, and explain tax terms in everyday language.

Responsibilities include virtual customer interactions, using video tools, and documenting inquiries while meeting KPI targets. Training and compliance requirements are part of the role, with flexible hours to accommodate client needs.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using commercial software.
• Active PTIN or ability to obtain one.
• Willingness to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus

Responsibilities

• Assist customers virtually via video/voice calls using Smartlook.
• Provide tax advice, full service return preparation, and explanations of tax terms.
• Document customer interactions and resolve tax-related inquiries.
• Adhere to company procedures and training requirements.

Skills

Tax preparation

Customer service

Communication

Video interactions

Tools

Smartlook

Job description

Intuit, Inc. is seeking a remote tax professional with strong TurboTax knowledge to guide customers through federal and state returns. You will deliver expert tax guidance, complete returns, and explain tax terms in everyday language.

Responsibilities include virtual customer interactions, using video tools, and documenting inquiries while meeting KPI targets. Training and compliance requirements are part of the role, with flexible hours to accommodate client needs.