Remote Tax Pro - Expert Returns & Guidance

Intuit, Inc.; Boulder (CO); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional for a remote, customer-facing TurboTax support role. You will guide customers through tax preparation, provide expert explanations, and resolve questions with accuracy and empathy.

Responsibilities include tax advice, full-service return prep, and product inquiries. Training and KPI-driven performance are part of the role, with a flexible schedule and a strong emphasis on customer satisfaction.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any required State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service skills; able to interact with customers through video and audio tools professionally.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences with empathy and tax expertise.
• Utilize government websites and resources to find accurate answers in everyday language.
• Apply company procedures to troubleshoot and resolve tax questions.
• Document customer interactions.
• Work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing and projects as needed.
• Complete required training and development as determined by the business.

Job description

Intuit, Inc. seeks a motivated tax professional for a remote, customer-facing TurboTax support role. You will guide customers through tax preparation, provide expert explanations, and resolve questions with accuracy and empathy.

Responsibilities include tax advice, full-service return prep, and product inquiries. Training and KPI-driven performance are part of the role, with a flexible schedule and a strong emphasis on customer satisfaction.