Remote Tax Pro & Client Concierge

Intuit, Inc.

Marietta (GA)

Remote

USD 30,000 - 39,000

Full time

7 hours ago
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Job summary

Intuit, Inc. is seeking a tax-prep professional for a remote, virtual TurboTax assistant role in the United States. You will guide customers through tax returns, answer questions, and provide clear explanations with empathy.

The ideal candidate has 2+ years of federal/state 1040 experience, PTIN, and comfort with online tools. You will work at least 20 hours weekly, using video tech and secure connections, while delivering friendly, accurate service.

Qualifications

  • 2+ years of federal/state 1040 tax return experience for 30+ clients per season.
  • Active PTIN and any related state licenses; Circular 230 knowledge.
  • Willing to work a minimum of 20 hours per week; tech-savvy.

Responsibilities

  • This is a virtual, customer-facing role; you will interact with customers via video.
  • Assist TurboTax customers with tax returns: tax advice, full service prep, and signature.
  • Answer product/software questions and perform tax calculations as needed.
  • Provide high-quality, empathetic customer interactions and clear explanations.
  • Use government sites and resources to deliver accurate answers in plain language.
  • Follow procedures to resolve tax advice and prep inquiries.
  • Document customer interactions and contribute to KPI metrics.
  • Participate in pilot testing, projects, and required trainings.

Skills

Tax preparation
Customer service
Bilingual English/Spanish

Tools

Commercial tax software
Video communications software

Job description

Intuit, Inc. is seeking a tax-prep professional for a remote, virtual TurboTax assistant role in the United States. You will guide customers through tax returns, answer questions, and provide clear explanations with empathy.

The ideal candidate has 2+ years of federal/state 1040 experience, PTIN, and comfort with online tools. You will work at least 20 hours weekly, using video tech and secure connections, while delivering friendly, accurate service.

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