Remote Tax Pro: Expert Prep & Client Guidance

Intuit, Inc.; Jackson (MS); Remote; USD 21,000 - 30,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax product specialist to guide customers through TurboTax tax returns with expert explanations and high-quality service. This role focuses on tax preparation, advice, and resolving complex inquiries via video interactions.

You will document interactions, meet KPI goals, and participate in trainings and pilot projects while supporting customers across the United States.

Qualifications

• 2+ years of federal/state individual 1040 prep experience for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Knowledge of Circular 230.
• Willingness to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong verbal and written communication skills.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Assist TurboTax customers via virtual video interactions.
• Provide tax advice, full-service return preparation, and explanations of tax terms.
• Document customer interactions and resolve inquiries using defined procedures.
• Meet KPI metrics and participate in pilot tests and trainings.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video interaction tools

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax product specialist to guide customers through TurboTax tax returns with expert explanations and high-quality service. This role focuses on tax preparation, advice, and resolving complex inquiries via video interactions.

You will document interactions, meet KPI goals, and participate in trainings and pilot projects while supporting customers across the United States.