Remote Tax Pro & Customer Experience Specialist

Intuit, Inc.; Newport Beach (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a virtual tax professional to guide customers through tax preparation using TurboTax products. You will explain tax concepts and provide expert support to ensure accurate returns, while upholding brand standards and customer delight.

The role emphasizes empathy, clear language, and adherence to compliance practices. The ideal candidate has 2+ years of federal/state 1040 experience, PTIN, and strong communication skills.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses as required.
• Strong knowledge of tax rules and software used for tax preparation.

Responsibilities

• Virtual, customer-facing role using video tools to assist taxpayers.
• Provide tax advice, full service return prep and signatures.
• Answer product questions and perform tax calculations.
• Document interactions and meet KPI metrics, with ongoing training as needed.
• Operate with clear communication and empathy to explain complex tax terms.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. seeks a virtual tax professional to guide customers through tax preparation using TurboTax products. You will explain tax concepts and provide expert support to ensure accurate returns, while upholding brand standards and customer delight.

The role emphasizes empathy, clear language, and adherence to compliance practices. The ideal candidate has 2+ years of federal/state 1040 experience, PTIN, and strong communication skills.