Remote Tax Return Pro – Virtual Support Expert

Intuit, Inc.; Norwalk (CT); Remote; USD 26,000 - 39,000; Full time

Job summary

INTUIT, INC. is seeking a virtual tax professional to assist TurboTax customers with tax returns, providing guidance and explanations of tax terms. This remote role requires 2+ years of tax prep experience, an active PTIN, and strong communication.

You will help customers with tax advice, full service returns, and product inquiries. Excellent customer service and the ability to interact via video and audio tools are essential.

Qualifications

• 2+ years of recent federal/state 1040 prep experience for at least 30 clients per season.
• Must possess or obtain state licenses/permits.
• Active PTIN required.
• Circular 230 knowledge.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and common software.
• Strong verbal and written communication.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Assist TurboTax customers with tax returns: advice, full service prep, and signature.
• Provide tax explanations in everyday language with empathy and expertise.
• Use government websites and resources to deliver accurate answers.
• Apply policies to troubleshoot tax advice and preparation inquiries.
• Document all customer interactions in the system.
• Aim to meet KPI metrics and Big Bet Goals.
• Participate in pilots, projects, and experience validations as needed.
• Complete required training and professional development.

Skills

Tax preparation

Customer service

Communication

Critical thinking

Problem solving

Tech savviness

Video interactions

Bilingual English/Spanish

Education

Tax license/credentials

Tools

PTIN

Job description

INTUIT, INC. is seeking a virtual tax professional to assist TurboTax customers with tax returns, providing guidance and explanations of tax terms. This remote role requires 2+ years of tax prep experience, an active PTIN, and strong communication.

You will help customers with tax advice, full service returns, and product inquiries. Excellent customer service and the ability to interact via video and audio tools are essential.