Remote Tax Specialist & Client Experience Pro

Intuit, Inc.; Milwaukee (WI); Remote; USD 28,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role focused on helping TurboTax customers complete their returns. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in clear, everyday language.

The position requires 2+ years of prep experience, PTIN, and strong communication skills. A dedicated internet connection and ability to work at least 20 hours weekly are required. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax prep software.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer operations.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software (Smartlook) to interact with customers.
• Provide tax advice, guidance on returns, and full service return preparation and signature.
• Create high quality customer interactions using empathy and your tax knowledge.
• Document customer interactions and resolve inquiries per defined policies.
• Meet company KPI metrics and participate in pilots and special projects as needed.

Skills

Customer service

Communication

Problem solving

Research skills

Tech savvy

Education

PTIN (Active)

Tools

Tax software

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role focused on helping TurboTax customers complete their returns. You will provide expert tax guidance, perform full-service return preparation, and explain tax terms in clear, everyday language.

The position requires 2+ years of prep experience, PTIN, and strong communication skills. A dedicated internet connection and ability to work at least 20 hours weekly are required. Bilingual English/Spanish is a plus.