Remote Tax Specialist & Customer Advocate

Intuit, Inc.; Rolling Meadows (IL); Remote; USD 29,000 - 37,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping customers complete federal and state tax returns using TurboTax.

You will explain tax terms, provide guidance, and deliver accurate, friendly service via video and chat. Requirements include 2+ years preparing 1040 returns for at least 30 clients per season, active PTIN, ability to work at least 20 hours weekly, and strong communication.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain any 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.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy using your knowledge in tax preparation.
• Document customer interactions and work toward meeting KPIs and training requirements.
• Participate in pilot testing, projects, and experience validations as needed.

Skills

Tax prep experience

Customer service

Tech proficient

Bilingual English/Spanish optional

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual, customer-facing role helping customers complete federal and state tax returns using TurboTax.

You will explain tax terms, provide guidance, and deliver accurate, friendly service via video and chat. Requirements include 2+ years preparing 1040 returns for at least 30 clients per season, active PTIN, ability to work at least 20 hours weekly, and strong communication.