Remote Tax Pro & Client Experience Specialist

Intuit, Inc.; Milford (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. in the United States seeks a tax professional with TurboTax experience to guide customers through their tax returns remotely, using clear explanations of tax terms and product features.

You will deliver expert tax advice, perform full service returns, and answer product questions, while documenting interactions and meeting performance metrics. The role requires at least 2 years of federal/state return prep, PTIN, and the ability to work at least 20 hours weekly; bilingual

Qualifications

• 2+ years of tax return preparation for federal and state returns (1040) for 30+ clients per season.
• Must possess or be able to obtain state licenses/certificates.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work at least 20 hours per week.
• Proficient with technology; strong computer skills.
• Excellent verbal and written communication.

Responsibilities

• Provide tax advice and full service return preparation and signature.
• Interact with customers via video communications (Smartlook).
• Document customer interactions and troubleshoot inquiries.
• Meet KPIs and participate in pilots and training.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Bilingual English/Spanish

Fast-paced

Education

PTIN

State licenses/certificates

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. in the United States seeks a tax professional with TurboTax experience to guide customers through their tax returns remotely, using clear explanations of tax terms and product features.

You will deliver expert tax advice, perform full service returns, and answer product questions, while documenting interactions and meeting performance metrics. The role requires at least 2 years of federal/state return prep, PTIN, and the ability to work at least 20 hours weekly; bilingual