Remote Tax Pro: Expert Returns & Client Support

Intuit, Inc.; Mahwah (NJ); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with guidance, preparation, and explanations of tax terms. You will interact via state-of-the-art video tools, help customers finish their federal and state returns, and address product questions with clear language.

Requirements include 2+ years of tax preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of tax return preparation experience for federal and state individual returns.
• Experience handling 30+ clients per season using commercial tax software.
• Strong customer-service orientation and ability to explain complex tax concepts clearly.

Responsibilities

• Provide tax guidance and expert support to TurboTax customers.
• Perform full-service tax return preparation and e-signature assistance.
• Address product and software inquiries and explain tax terms in plain language.
• Document customer interactions and troubleshoot tax questions.
• Meet KPIs and participate in training and pilot projects.

Skills

Tax preparation

Customer service

Communication skills

Bilingual English/Spanish

Tech proficiency

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with guidance, preparation, and explanations of tax terms. You will interact via state-of-the-art video tools, help customers finish their federal and state returns, and address product questions with clear language.

Requirements include 2+ years of tax preparation experience, active PTIN, and the ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.