Remote Tax Pro & Client Guidance Expert

Intuit, Inc.; Tyler (TX); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to help customers complete their taxes with TurboTax products. You will guide clients through federal and state returns, explain tax terms, and provide expert support to ensure accurate filings.

Requirements include 2+ years of return prep experience, an active PTIN, and willingness to train on new offerings. Strong communication and computer skills are essential for success in a fast-paced, remote environment.

Qualifications

• 2+ years of recent federal and state 1040 tax return experience for at least 30 clients per season.
• Must possess or obtain state licenses, certificates, permits, or bonds and an active PTIN.
• Knowledge of Circular 230 and tax terminology; willingness to work 20+ hours weekly.
• Strong verbal and written communication; proficient with technology and video tools.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document interactions and work toward KPI metrics and training requirements.
• Resolve inquiries using government sites and professional resources with clear, everyday language.

Skills

Customer service

Communication skills

Problem solving

Attention to detail

Bilingual (English/Spanish) writing &

Education

Active PTIN

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to help customers complete their taxes with TurboTax products. You will guide clients through federal and state returns, explain tax terms, and provide expert support to ensure accurate filings.

Requirements include 2+ years of return prep experience, an active PTIN, and willingness to train on new offerings. Strong communication and computer skills are essential for success in a fast-paced, remote environment.