Remote Tax Pro & Client Guidance Specialist

Intuit, Inc.; St. Louis (MO); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will help customers finalize returns, explain tax concepts, and handle product inquiries using a video-based platform.

The role emphasizes strong communication, problem-solving, and adherence to compliance training, with flexible hours starting at 20 hours per week and remote work across the United States.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• State licenses/certificates/permits/bonds may be required.
• Active PTIN required.
• Knowledge of Circular 230.
• Able to work a minimum of 20 hours per week.
• Proficient with technology and software.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with strong empathy and expert tax knowledge.
• Use government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot tests and training as needed.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation and guidance. You will help customers finalize returns, explain tax concepts, and handle product inquiries using a video-based platform.

The role emphasizes strong communication, problem-solving, and adherence to compliance training, with flexible hours starting at 20 hours per week and remote work across the United States.