Remote Tax Pro — Expert Returns & Client Guidance

Intuit, Inc.; Stamford (CT); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual TurboTax support role. You will assist customers with tax preparation, provide expert guidance, and explain tax terminology.

The position emphasizes video interactions, strong communication, and high-quality service from a remote setting. Requirements include 2+ years of federal/state 1040 experience, PTIN, and willingness to work at least 20 hours weekly.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using commercial tax prep software.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice
• Full Service return preparation and signature
• Product/software inquiries
• Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Bilingual English/Spanish

Education

PTIN holder

Tax license/certification

Tools

Tax software proficiency

Video/telecommunication tools

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual TurboTax support role. You will assist customers with tax preparation, provide expert guidance, and explain tax terminology.

The position emphasizes video interactions, strong communication, and high-quality service from a remote setting. Requirements include 2+ years of federal/state 1040 experience, PTIN, and willingness to work at least 20 hours weekly.