Remote Tax Pro & Customer Advisor

Intuit, Inc.; Warrendale (Allegheny County); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a detail-oriented tax professional for a virtual, customer-facing role. You will assist customers with federal and state 1040 returns, offer tax guidance, and manage product inquiries using TurboTax tools. Strong communication and rapid problem solving are essential, with training provided.

The role supports a remote workforce across the United States, requires 20+ hours per week, and offers performance bonuses and equity opportunities in addition to benefits.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Willingness to work at least 20 hours per week.
• Proficient with technology and video/audio tools.
• Strong customer service, verbal and written communication skills.
• Ability to work fast-paced with minimal supervision.
• Must have or be willing to obtain a hardwired internet connection.
• English/Spanish bilingual abilities are a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communication software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in plain language and guide customers using official resources.
• Document customer interactions and meet KPI metrics and program goals.
• Participate in training and cross-training on products as required.

Skills

Tax preparation experience

Customer service

Verbal and written communication

Bilingual English/Spanish (a plus)

Tech savvy/Web/video tools

Education

PTIN holder

Tools

Tax preparation software

Internet and computer proficiency

Job description

Intuit, Inc. is seeking a detail-oriented tax professional for a virtual, customer-facing role. You will assist customers with federal and state 1040 returns, offer tax guidance, and manage product inquiries using TurboTax tools. Strong communication and rapid problem solving are essential, with training provided.

The role supports a remote workforce across the United States, requires 20+ hours per week, and offers performance bonuses and equity opportunities in addition to benefits.