Remote Tax Specialist & Client Advisor

Intuit, Inc.; Boston (MA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-prep professional for a virtual, customer-facing role supporting TurboTax customers. You will provide expert tax guidance, perform full service return preparation, and explain tax terms in everyday language.

You’ll document interactions and strive to meet KPI metrics while working from home in the United States. Ideal candidates have 2+ years of federal/state 1040 experience, a valid PTIN, and strong communication skills.

Qualifications

• 2+ years of federal and state individual 1040 tax return experience for at least 30 clients per season.
• Must possess or 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; strong technology skills.
• Excellent verbal and written communication; professional video interactions.
• Bilingual English/Spanish is a plus; resides in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video tools to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Document customer interactions and work toward KPI metrics and company goals.
• Utilize government resources and team knowledge to deliver accurate answers.
• Complete required training and stay compliant with policies.

Skills

Tax returns

Customer service

Communication skills

Video/phone tools

Bilingual English/Spanish

Tech proficiency

Remote work readiness

Education

PTIN

State licenses/certificates (if applicable)

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a tax-prep professional for a virtual, customer-facing role supporting TurboTax customers. You will provide expert tax guidance, perform full service return preparation, and explain tax terms in everyday language.

You’ll document interactions and strive to meet KPI metrics while working from home in the United States. Ideal candidates have 2+ years of federal/state 1040 experience, a valid PTIN, and strong communication skills.