Remote Tax Pro & TurboTax Expert - Client-Facing & Prep

Intuit, Inc.; Bakersfield (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Advisor to guide customers through federal and state returns using TurboTax. You will provide expert tax advice, perform full-service preparation, and explain tax concepts in plain language while delivering a high-quality customer experience.

The role requires strong communication, problem-solving, and technology skills, with flexible hours and a focus on customer satisfaction. Remote position within the United States.

Qualifications

• 2+ years of federal/state 1040 preparation experience for 30+ clients per season.
• 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 computer operations and software.
• Strong customer service; ability to interact via video/audio tools.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Able to work in a fast-paced environment with minimal supervision.
• Must have or obtain a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Help TurboTax customers with tax returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and tax expertise.
• Use government sites and professional resources to deliver the right answer in everyday language.
• Apply company procedures to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing and training as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Verbal and written communication

Critical thinking

Problem solving

Technology proficiency

Bilingual (English/Spanish)

Education

PTIN

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Advisor to guide customers through federal and state returns using TurboTax. You will provide expert tax advice, perform full-service preparation, and explain tax concepts in plain language while delivering a high-quality customer experience.

The role requires strong communication, problem-solving, and technology skills, with flexible hours and a focus on customer satisfaction. Remote position within the United States.