Remote Tax Pro & Customer Advisor

Intuit, Inc.; Norwalk (CT); Remote; USD 25,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a qualified tax professional for a fully remote, customer-facing role. You will assist customers with their TurboTax tax returns, offer expert tax advice, and explain tax concepts in accessible language while using video-based tools to connect with clients.

The position emphasizes accuracy, compliance with Circular 230, and excellent customer service. Candidates should have tax preparation experience, PTIN eligibility, and availability to work at least 20 hours per week

Qualifications

• 2+ years of federal and state individual 1040 tax return experience.
• Active PTIN or ability to obtain PTIN.
• State licenses/certificates as required.
• Willing to work a minimum of 20 hours per week.
• Strong communication and customer service skills.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice and guidance to TurboTax users.
• Assist with full-service tax return preparation and signature.
• Answer product/software inquiries and tax calculation questions.
• Document customer interactions and maintain accurate records.
• Maintain and meet KPI metrics and participate in pilots/trainings as needed.

Skills

Tax preparation experience

Customer service

Video communication

Bilingual English/Spanish

Tools

Video conferencing software

Job description

Intuit, Inc. is seeking a qualified tax professional for a fully remote, customer-facing role. You will assist customers with their TurboTax tax returns, offer expert tax advice, and explain tax concepts in accessible language while using video-based tools to connect with clients.

The position emphasizes accuracy, compliance with Circular 230, and excellent customer service. Candidates should have tax preparation experience, PTIN eligibility, and availability to work at least 20 hours per week