Remote Tax Pro & Client Support Specialist

Intuit, Inc.; New Orleans (LA); À distance; USD 26 000 - 39 000; Plein temps

Résumé du poste

Intuit, Inc. is seeking a virtual tax professional with experience in federal and state 1040 returns to guide customers through TurboTax using video interactions. You will provide tax advice, perform full-service return preparation and handle product inquiries with clarity and empathy.

The role requires a minimum of 2+ years of tax prep, active PTIN, and strong technical skills. Remote, US-based, with 20+ hours weekly availability and ongoing training support.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for 30+ clients per season using commercial tax software.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours/week.
• Proficient with computers and technology.
• Bilingual English/Spanish is a plus.

Responsabilités

• This is a virtual, customer-facing role using Smartlook video software to interact with customers.
• Assist TurboTax customers with tax returns: tax advice, full-service return prep and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions using deep empathy and tax expertise.
• Use government sites and resources to find clear, everyday-language answers.
• Document customer interactions and maintain records.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and special projects as needed.
• Complete required training and development as determined by the business.

Connaissances

Tax software proficiency

Customer communication

Bilingual English/Spanish

Formation

PTIN required

State licenses/certificates

Outils

Smartlook

Description du poste

Intuit, Inc. is seeking a virtual tax professional with experience in federal and state 1040 returns to guide customers through TurboTax using video interactions. You will provide tax advice, perform full-service return preparation and handle product inquiries with clarity and empathy.

The role requires a minimum of 2+ years of tax prep, active PTIN, and strong technical skills. Remote, US-based, with 20+ hours weekly availability and ongoing training support.