Remote Tax Pro & Customer Advisor

Intuit, Inc.; Longmont (CO); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms via video interactions.

Ideal candidates have 2+ years of federal/state 1040 experience, a valid PTIN, and strong communication skills. Remote work from the United States with at least 20 hours weekly is required; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using tax software.
• Active PTIN required.
• Willing to work minimum 20 hours per week.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and meet KPI metrics.
• Complete training and development as required by the business.

Skills

Tax prep

Customer service

Bilingual

Video support

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms via video interactions.

Ideal candidates have 2+ years of federal/state 1040 experience, a valid PTIN, and strong communication skills. Remote work from the United States with at least 20 hours weekly is required; bilingual English/Spanish is a plus.