Remote Tax Specialist & Client Advocate

Intuit, Inc.; Sioux City (IA); Remote; USD 22,000 - 33,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist customers using TurboTax products. You will provide expert tax preparation, explain tax terms, and guide customers through the return process via video interactions.

The role emphasizes customer empathy, high-quality interactions, and adherence to policies. Candidates should have tax prep experience, PTIN, and the ability to work at least 20 hours per week, with remote work from the United States.

Qualifications

• 2+ years of federal and state individual 1040 tax return preparation.
• Must have or be able to obtain PTIN.
• Strong communication skills (verbal and written).
• Willingness to complete required training and compliance trainings.

Responsibilities

• Provide tax advice and full-service return preparation via video interface.
• Document customer interactions and resolve inquiries.
• Explain tax concepts in everyday language and use government/professional resources for correct guidance.
• Meet KPI metrics and participate in pilots/projects as needed.

Skills

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Technology literacy

Education

State licenses/certificates

Tools

Smartlook

TurboTax software

Job description

Intuit, Inc. is seeking a virtual tax professional to assist customers using TurboTax products. You will provide expert tax preparation, explain tax terms, and guide customers through the return process via video interactions.

The role emphasizes customer empathy, high-quality interactions, and adherence to policies. Candidates should have tax prep experience, PTIN, and the ability to work at least 20 hours per week, with remote work from the United States.