Remote Tax Professional — Virtual Client Support & Prep

Intuit, Inc.; Corpus Christi (TX); Remote; USD 28,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a virtual Tax Expert to assist TurboTax customers with tax preparation and explanations. You will use video tools to interact with clients, provide tax advice, and complete full-service returns, documenting each interaction and supporting customers end-to-end.

Ideal candidates have 2+ years of federal/state 1040 experience, active PTIN, and reside in the United States. A minimum of 20 hours/week is required, with bilingual English/Spanish a plus.

Qualifications

• 2+ years of federal and state 1040 tax return preparation experience for at least 30 clients per season.
• Active PTIN required or ability to obtain.
• Must possess state licenses, certificates, permits, or bonds where applicable.
• Willing to work a minimum of 20 hours per week.
• Must reside in the United States.
• Proficient with technology and computer software.

Responsibilities

• Interact with customers virtually using video communications to provide tax advice and help with returns.
• Provide full service tax return preparation and signature.
• Answer product/software questions and explain tax concepts in everyday language.
• Document customer interactions and maintain accurate records.
• Meet KPI metrics and participate in training and development programs.

Skills

Tax preparation experience

Excellent communication skills

Customer service experience

Bilingual English/Spanish

Tech-savvy

Remote work readiness

Video/Audio tools proficiency

Tools

Smartlook

TurboTax

Tax software

Job description

Intuit, Inc. seeks a virtual Tax Expert to assist TurboTax customers with tax preparation and explanations. You will use video tools to interact with clients, provide tax advice, and complete full-service returns, documenting each interaction and supporting customers end-to-end.

Ideal candidates have 2+ years of federal/state 1040 experience, active PTIN, and reside in the United States. A minimum of 20 hours/week is required, with bilingual English/Spanish a plus.