Remote Tax Pro & Customer Guidance Specialist

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

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete federal and state returns remotely from the United States. This role emphasizes accurate tax guidance, customer empathy, and clear communication using video tools.

You will support customers through tax preparation, calculations, and product inquiries, with opportunities for training and career development, while contributing to high-quality customer experiences.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 returns for 30+ clients per season.
• Active PTIN and state licenses/certificates are preferred or obtainable.
• Ability to work at least 20 hours per week and use company software.

Responsibilities

• Assist customers virtually to complete tax returns, provide tax advice and explanations.
• Perform full service return preparation and signature when applicable.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and troubleshoot using defined procedures.
• Meet KPIs and participate in training and pilot projects as required.

Skills

Tax preparation

Customer service

Video/Audio communication

Bilingual English/Spanish

Strong communication

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete federal and state returns remotely from the United States. This role emphasizes accurate tax guidance, customer empathy, and clear communication using video tools.

You will support customers through tax preparation, calculations, and product inquiries, with opportunities for training and career development, while contributing to high-quality customer experiences.