Virtual Tax Pro & Client Success Expert

Intuit, Inc.; Marietta (GA); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. is hiring a tax professional to assist TurboTax customers remotely with tax preparation and expert guidance. The role emphasizes clear communication, empathy, and the ability to explain tax and software terms to customers.

You will work in a virtual, customer-facing environment using secure video tools, delivering high-quality interactions and adhering to compliance and training requirements. A minimum of 20 hours per week is expected, with opportunities for growth and ongoing

Qualifications

• 2+ years of recent tax return preparation experience for federal and state 1040 returns.
• Ability to obtain state licenses/certificates or bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and video/audio tools.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Document customer interactions and resolve tax-related inquiries per defined procedures.
• Meet KPIs and participate in project validations and training as needed.
• Maintain up-to-date knowledge and comply with training and security requirements.

Skills

Tax preparation

Customer service

Communication skills

Problem solving

Time management

Tools

TurboTax software

Smartlook video chat

Job description

Intuit, Inc. is hiring a tax professional to assist TurboTax customers remotely with tax preparation and expert guidance. The role emphasizes clear communication, empathy, and the ability to explain tax and software terms to customers.

You will work in a virtual, customer-facing environment using secure video tools, delivering high-quality interactions and adhering to compliance and training requirements. A minimum of 20 hours per week is expected, with opportunities for growth and ongoing