Remote Tax Pro & Customer Guidance Specialist

Intuit, Inc.; Goodyear (AZ); Remote; USD 42,000 - 64,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role. You will guide customers through tax preparation, provide expert explanations, and answer software questions using clear everyday language.

Responsibilities include advising on tax returns, performing full-service preparation with signature, and documenting interactions. A dedicated home internet connection and ability to meet KPI targets are required.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial software.
• Must possess or obtain State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours/week.
• Proficient with technology and software.
• Strong customer service skills for video/audio interactions.
• Excellent verbal and written communication.
• Ability to work in fast-paced environment with minimal supervision.
• Willing to obtain dedicated hardwired internet connection.
• Bilingual (English/Spanish) a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions using empathy and tax knowledge.
• Leverage government sites and resources to deliver accurate answers in plain language.
• Apply procedures and policies to troubleshoot and resolve tax-related inquiries.
• Document customer interactions and progress toward KPIs.
• Participate in pilots, projects, and validations as needed.
• Complete required training and professional development as determined by the business.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Problem solving

Critical thinking

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role. You will guide customers through tax preparation, provide expert explanations, and answer software questions using clear everyday language.

Responsibilities include advising on tax returns, performing full-service preparation with signature, and documenting interactions. A dedicated home internet connection and ability to meet KPI targets are required.