Remote Tax Pro: Expert Returns & Customer Guidance

Intuit, Inc.; Atlanta (GA); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to guide customers through TurboTax returns, provide tax advice, and explain tax concepts with clarity. This role emphasizes empathy, customer-first service, and expert knowledge to help customers complete their taxes remotely.

You will interact via video, document interactions, and participate in ongoing training to stay compliant and proficient in TurboTax products. A strong background in tax prep and customer communication is required.

Qualifications

• 2+ years of recent federal/state individual 1040 tax returns experience.
• Must have PTIN or be able to obtain one.
• Strong verbal and written communication skills.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Research government sites and resources to answer customer questions in plain language.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication skills

Video interactions

Education

PTIN credential

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional to guide customers through TurboTax returns, provide tax advice, and explain tax concepts with clarity. This role emphasizes empathy, customer-first service, and expert knowledge to help customers complete their taxes remotely.

You will interact via video, document interactions, and participate in ongoing training to stay compliant and proficient in TurboTax products. A strong background in tax prep and customer communication is required.