Remote Tax Pro — TurboTax Expert & Customer Advisor

Intuit, Inc.; Sunnyvale (CA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. in the United States is seeking a virtual Tax Professional with TurboTax experience to guide customers through tax preparation, explain tax terms, and help empower customers to complete their returns with confidence.

The role uses state-of-the-art video tools to interact with customers, delivering tax advice, full-service return preparation and signature, product inquiries, and calculations. Strong communication and empathy are essential.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for 30+ clients per season using tax software.
• Active PTIN (Preparer Tax Identification Number).
• Knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with: tax advice, full service return preparation and signature, product/software inquiries, and tax calculations.
• Create high quality customer interactions with empathy and deep tax knowledge.
• Use government websites and professional resources to deliver the right answer in everyday language.
• Apply defined practices and company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Line up with KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Strong communication

Digital literacy

Bilingual English/Spanish

Job description

Intuit, Inc. in the United States is seeking a virtual Tax Professional with TurboTax experience to guide customers through tax preparation, explain tax terms, and help empower customers to complete their returns with confidence.

The role uses state-of-the-art video tools to interact with customers, delivering tax advice, full-service return preparation and signature, product inquiries, and calculations. Strong communication and empathy are essential.