Remote Tax Pro: Expert Returns & Client Guidance

Intuit, Inc.; Suwanee (GA); Remote; USD 42,000 - 66,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional to join its TurboTax support team. You will guide customers through federal and state returns, provide tax explanations, and perform full-service preparation and e-signature in a virtual setting.

You’ll use video tools to assist clients, leveraging government resources to deliver accurate answers in plain language. A focus on empathy, accuracy, and customer satisfaction is essential.

Qualifications

• 2+ years of federal and state 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and strong communication.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will use video communications software to interact with customers.
• Provide tax advice and full service return preparation and signature for TurboTax customers.
• Answer product/software inquiries and perform tax calculations.
• Create high quality interactions using empathy and deep tax knowledge.
• Use government sites and resources to deliver accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and training as required.

Skills

Tax preparation

Customer service

Communication

Problem solving

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax-preparation professional to join its TurboTax support team. You will guide customers through federal and state returns, provide tax explanations, and perform full-service preparation and e-signature in a virtual setting.

You’ll use video tools to assist clients, leveraging government resources to deliver accurate answers in plain language. A focus on empathy, accuracy, and customer satisfaction is essential.