Remote Tax Pro: Expert Returns & Guidance

Intuit, Inc.; Pleasanton (CA); Remote; USD 47,000 - 59,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns, explain tax terms, and provide expert guidance in a virtual setting. You will use video tools to interact with customers, delivering accurate tax advice and smooth completion of returns.

The role emphasizes clear communication, empathy, and thorough tax knowledge, with a focus on excellent customer service. Training, compliance, and security requirements apply.

Qualifications

• 2+ years of recent federal and state individual 1040 tax return experience for at least 30 clients per season using commercial tax preparation software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• 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 reside in the United States.
• Bilingual (English/Spanish) communication skills a plus

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using our video communications software to provide tax advice and support.
• Help TurboTax customers with tax returns, including full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions using empathy and extensive tax knowledge.
• Use government sites and resources to find accurate answers explained in everyday language.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required training and development including compliance trainings and cross-training

Skills

Tax prep experience

Customer service

Communication skills

Video interactions

Technical proficiency

Education

PTIN

State tax licensing

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with federal and state returns, explain tax terms, and provide expert guidance in a virtual setting. You will use video tools to interact with customers, delivering accurate tax advice and smooth completion of returns.

The role emphasizes clear communication, empathy, and thorough tax knowledge, with a focus on excellent customer service. Training, compliance, and security requirements apply.