Remote Tax Professional & Client Advisor

Intuit, Inc.; Asheville (NC); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with their federal and state returns via TurboTax. This remote, part-time role emphasizes expert guidance, clear communication, and customer empathy to empower customers to complete their taxes.

You will support tax advice, full-service return preparation, and product inquiries while meeting KPI metrics and completing required trainings. Must have a hardwired internet connection and reside in the United States.

Qualifications

• 2+ years of recent federal and state 1040 tax returns experience.
• Must possess or be able to obtain State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service and communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection meeting Intuit Security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using Smartlook video communications software.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software inquiries and tax calculations.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government websites and resources to find correct answers in everyday language.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations.
• Complete required trainings including compliance and up-skilling.

Skills

Tax preparation

Customer service

Communication

Bilingual (EN/ES)

Education

PTIN (active)

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with their federal and state returns via TurboTax. This remote, part-time role emphasizes expert guidance, clear communication, and customer empathy to empower customers to complete their taxes.

You will support tax advice, full-service return preparation, and product inquiries while meeting KPI metrics and completing required trainings. Must have a hardwired internet connection and reside in the United States.