Remote Tax Specialist & Client Advisor

Intuit, Inc.; Fort Washington (MD); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits package

Job summary

Intuit, Inc. seeks a tax professional to assist TurboTax customers with federal and state returns in a fully virtual setting.

You will guide clients through the tax filing process, provide explanations of tax terms, and deliver accurate, courteous service using TurboTax software. The role requires at least 2 years of recent 1040 preparation experience for many clients per season, active PTIN, state licenses, and ability to work 20+ hours weekly.

Qualifications

• Minimum 2 years of federal and state 1040 tax return prep for 30+ clients per season.
• Must hold or be able to obtain PTIN.
• Active state licenses, certificates, or permits.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and tax software.
• Bilingual English/Spanish is a plus.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full-service return preparation and signature.
• Answer product/software questions and perform tax calculations.
• Document customer interactions.
• Meet KPI metrics and participate in training.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/virtual interactions

Communication skills

Education

PTIN

State licenses/certificates

Tools

TurboTax software

Job description

Intuit, Inc. seeks a tax professional to assist TurboTax customers with federal and state returns in a fully virtual setting.

You will guide clients through the tax filing process, provide explanations of tax terms, and deliver accurate, courteous service using TurboTax software. The role requires at least 2 years of recent 1040 preparation experience for many clients per season, active PTIN, state licenses, and ability to work 20+ hours weekly.