Remote Tax Pro & Virtual Client Advisor

Intuit, Inc.; Tempe (AZ); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in preparing and reviewing individual returns. You will explain tax concepts, provide guidance, and ensure high-quality support through video and chat tools.

The role emphasizes customer empathy, accurate tax advice, and adherence to program policies while meeting performance metrics and completing required training.

Qualifications

• 2+ years of recent federal/state individual 1040 tax returns experience.
• Must possess or be able to obtain PTIN and state credentials.
• Willing to work at least 20 hours per week in a remote role.

Responsibilities

• Virtual, customer-facing role using video communications software to assist customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and resolve tax questions with clear explanations.
• Meet KPIs and participate in training and development as required.

Skills

Tax preparation

Customer service

Communication skills

Tech literacy

Bilingual (English/Spanish)

Education

PTIN credential or eligibility

State licenses/certificates or bonds

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely in preparing and reviewing individual returns. You will explain tax concepts, provide guidance, and ensure high-quality support through video and chat tools.

The role emphasizes customer empathy, accurate tax advice, and adherence to program policies while meeting performance metrics and completing required training.