Remote Tax Pro – TurboTax Expert & Customer Advisor

Intuit, Inc.; Moreno Valley (CA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States is seeking a tax professional with recent federal and state 1040 experience to guide TurboTax customers through their returns.

The role emphasizes expert tax guidance, clear explanations, and a friendly, empathetic customer experience via video interactions. You will work remotely, support customers with tax advice, full service return preparation and software questions, and maintain high-quality documentation while meeting KPIs.

Qualifications

• 2+ years of experience preparing federal and state 1040 returns for at least 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 and able 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.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquires, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) knowledge and expertise in the field of tax preparation.
• Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Skills

Tax preparation

Customer service

Verbal & written communication

PTIN knowledge

Circular 230 knowledge

Bilingual English/Spanish

Video/phone support

Tools

TurboTax

Smartlook

Video/communication tools

Job description

Intuit, Inc. in the United States is seeking a tax professional with recent federal and state 1040 experience to guide TurboTax customers through their returns.

The role emphasizes expert tax guidance, clear explanations, and a friendly, empathetic customer experience via video interactions. You will work remotely, support customers with tax advice, full service return preparation and software questions, and maintain high-quality documentation while meeting KPIs.