Senior Tax Pro & TurboTax Expert (Remote)

Intuit, Inc.; Greensburg (Westmoreland County); Remote; USD 34,000 - 43,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax returns, tax advice, and product inquiries. You will guide clients through tax preparation, explain tax terms, and ensure accurate completion using video interactions and online resources.

The role emphasizes strong communication, adherence to policy, and continuous learning through mandatory training, with opportunities for performance-based rewards.

Qualifications

• Active unrestricted credential: CPA/EA or Practicing Attorney with tax preparation experience.
• 2+ years preparing federal and state 1040 returns for 30+ clients per season using tax software.
• Must possess or obtain related state licenses and PTIN.
• Willingness to work minimum 20 hours per week.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications software to interact with customers.
• Assist TurboTax customers with tax returns, expert guidance, and product inquiries.
• Create high quality customer interactions and instill confidence with tax expertise.
• Leverage government resources and team expertise to deliver accurate answers.
• Apply policies to troubleshoot and resolve tax advice inquiries.
• Document customer interactions and progress toward KPIs.
• Participate in pilot tests and special projects as needed.
• Complete required training and development as determined by the business.

Skills

Excellent communication skills

Bilingual (English/Spanish)

Strong tax knowledge

Customer service

Video/Audio communication proficiency

Education

CPA/EA/Practicing Attorney credential

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax returns, tax advice, and product inquiries. You will guide clients through tax preparation, explain tax terms, and ensure accurate completion using video interactions and online resources.

The role emphasizes strong communication, adherence to policy, and continuous learning through mandatory training, with opportunities for performance-based rewards.