Remote Tax Pro & Customer Advisor

Intuit, Inc.

Concord (CA)

Remote

USD 30,000 - 39,000

Part time

1 hour ago
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Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide users through tax preparation, provide expert explanations of tax terms, and ensure accurate, friendly service across video interactions.

This role supports individual federal and state returns, requires a PTIN, and allows for flexible scheduling with a minimum of 20 hours per week. Bilingual skills are a plus, and training will be provided.

Qualifications

  • 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
  • Must possess or be able to obtain state licenses, certificates, permits, or bonds.
  • PTIN is required and knowledge of Circular 230 is preferred.
  • Willing and able to work a minimum of 20 hours per week.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • This is a virtual, customer-facing role; you will use video communications software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and answer product/software inquiries.
  • Deliver high quality customer interactions with empathy and expertise in tax preparation.
  • Research and apply government websites, professional resources, and team expertise to give accurate answers.
  • Document customer interactions and work toward KPI metrics and program goals.

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely. You will guide users through tax preparation, provide expert explanations of tax terms, and ensure accurate, friendly service across video interactions.

This role supports individual federal and state returns, requires a PTIN, and allows for flexible scheduling with a minimum of 20 hours per week. Bilingual skills are a plus, and training will be provided.

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