Remote Tax Pro & Client Guidance Specialist

Intuit, Inc.; Allentown (Lehigh County); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking motivated individuals with tax preparation experience to help TurboTax customers complete their returns remotely.

You will guide customers through tax questions, perform full service return preparation and signature, and explain tax and software terms in everyday language. Ideal candidates have strong communication skills, are comfortable using video tools, can work at least 20 hours per week, and are willing to train on new products.

Qualifications

• 2+ years of recent federal and state 1040 tax return preparation for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses as required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and strong written/verbal communication.

Responsibilities

• Interact with customers virtually using Smartlook.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries.
• Meet KPI metrics and participate in pilots and trainings.

Skills

Tax preparation experience

Customer service

Excellent communication skills

Bilingual (English/Spanish) a plus

Tools

Smartlook

Job description

Intuit, Inc. is seeking motivated individuals with tax preparation experience to help TurboTax customers complete their returns remotely.

You will guide customers through tax questions, perform full service return preparation and signature, and explain tax and software terms in everyday language. Ideal candidates have strong communication skills, are comfortable using video tools, can work at least 20 hours per week, and are willing to train on new products.