Remote Tax Pro: TurboTax Expert & Customer Advocate

Intuit, Inc.; Lafayette (LA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a virtual role. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers complete their returns remotely.

The position requires 2+ years of federal and state 1040 preparation, strong communication, and the ability to work at least 20 hours per week. A bilingual English/Spanish capability is a plus, and familiarity with tax software is preferred.

Qualifications

• 2+ years of federal and state individual 1040 tax returns experience for at least 30 clients per season
• Strong communication and interpersonal skills for virtual support
• Familiarity with tax software and online tax platforms

Responsibilities

• Interact with customers via video/audible tools to provide tax guidance
• Assist with tax calculations, complete returns, and obtain signatures
• Document customer interactions and resolve inquiries
• Aim to meet KPI metrics and participate in training and projects

Skills

Tax preparation experience

Excellent communication skills

Bilingual English/Spanish

Customer service

Tech savvy

Tools

Tax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a virtual role. You will provide expert guidance, tax preparation, and explanations of tax terms to help customers complete their returns remotely.

The position requires 2+ years of federal and state 1040 preparation, strong communication, and the ability to work at least 20 hours per week. A bilingual English/Spanish capability is a plus, and familiarity with tax software is preferred.