Remote Tax Specialist & Customer Advisor

Intuit, Inc.; Eagle (ID); Remote; USD 26,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service preparation, and explain tax terms clearly using everyday language.

The role is virtual, requires 20+ hours per week, PTIN, and ability to work with video tools. You’ll rely on government sites and resources, document interactions, and meet KPI targets while delivering excellent customer service across English and Spanish

Qualifications

• 2+ years of recent federal and state 1040 return experience for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses or permits.
• Working knowledge of Circular 230.
• Willing and available to work a minimum of 20 hours per week.
• Proficient with technology; solid knowledge of computer operations and software.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, and research abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish is a plus and beneficial.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and tax expertise.
• Utilize government websites and professional resources to seek out and deliver the right answer in everyday language.
• Apply defined practices, procedures, and company policies to troubleshoot queries and resolve inquiries.
• Document customer interactions and work toward meeting KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete all required training and development, including compliance and proficiency-based up-skilling.

Skills

Tax preparation

Customer service

Communication

Video support

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax professional to help TurboTax customers complete their returns remotely. You will provide expert tax guidance, perform full-service preparation, and explain tax terms clearly using everyday language.

The role is virtual, requires 20+ hours per week, PTIN, and ability to work with video tools. You’ll rely on government sites and resources, document interactions, and meet KPI targets while delivering excellent customer service across English and Spanish