Remote Tax Specialist — Client-Facing TurboTax Expert

Intuit, Inc.; Gastonia (NC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering confident support in everyday language.

The role emphasizes accurate tax advice, full-service return preparation, and strong customer service to empower customers to file their taxes while using state-of-the-art video tools.

Qualifications

• 2+ years of federal/state 1040 tax return prep for at least 30 clients per season.
• Active PTIN required.
• State licenses/certificates may be required.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; comfortable with video tools.
• Bilingual English/Spanish a plus.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software.
• Provide tax advice, full service return preparation and signature, and respond to product inquiries.
• Calculate taxes and explain tax terms in plain language.
• Document customer interactions and progress; meet KPI targets and participate in pilots/trials.
• Complete required training and compliance programs as directed by the business.

Skills

Tax knowledge

Customer service

Communication

Video tools

Job description

Intuit, Inc. seeks a motivated tax professional to help customers complete their taxes using TurboTax products in a virtual, customer-facing role. You will provide expert guidance, tax preparation, and explanations of tax terms, delivering confident support in everyday language.

The role emphasizes accurate tax advice, full-service return preparation, and strong customer service to empower customers to file their taxes while using state-of-the-art video tools.