Remote Tax Pro & Customer Guidance Specialist

Intuit, Inc.; Greensboro (NC); Remote; USD 30,000 - 39,000; 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 with federal and state return preparation, tax advice, and product inquiries in a virtual setting.

You will guide customers through complex tax concepts and ensure accurate, timely filings using Intuit software. Responsibilities include live video interactions, completing full service returns and signatures, documenting interactions, and collaborating with the team to meet KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish a plus.

Responsibilities

• Interact with customers virtually using video and audio tools.
• Provide tax advice and full service return preparation and signature.
• Answer product/software inquiries and perform tax calculations.
• Document customer interactions and progress toward KPIs.
• Complete required training and comply with policies.

Skills

Tax preparation experience

Customer service skills

Verbal and written communication

Video call experience

Attention to detail

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers with federal and state return preparation, tax advice, and product inquiries in a virtual setting.

You will guide customers through complex tax concepts and ensure accurate, timely filings using Intuit software. Responsibilities include live video interactions, completing full service returns and signatures, documenting interactions, and collaborating with the team to meet KPIs.