Remote Tax Specialist & Client Advisor

Intuit, Inc.; Douglasville (GA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to support TurboTax customers with expert tax preparation and clear explanations. You will communicate through video and audio tools, guiding clients to accurate federal and state returns.

You will use government sites and team resources to deliver the right answers, maintain documentation, and meet performance goals in a fast-paced, remote environment.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation for at least 30 clients per season.
• Active PTIN and ability to obtain any required state licenses.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; strong computer/ software knowledge.
• Excellent verbal and written communication skills.

Responsibilities

• Assist TurboTax customers via virtual video interactions to provide tax advice and full-service return preparation.
• Explain tax concepts and guide customers using everyday language.
• Document customer interactions and resolve inquiries per defined policies.
• Meet KPI metrics and participate in training and projects as needed.

Skills

Customer service

Verbal & written communication

Bilingual English/Spanish

Smartlook

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual Tax Professional to support TurboTax customers with expert tax preparation and clear explanations. You will communicate through video and audio tools, guiding clients to accurate federal and state returns.

You will use government sites and team resources to deliver the right answers, maintain documentation, and meet performance goals in a fast-paced, remote environment.