Virtual Tax Pro & Customer Advisor — TurboTax Expert

Intuit, Inc.; Westlake (OH); Remote; USD 26,000 - 33,000; Full time

Job summary

Intuit, Inc. seeks a tax professional to support TurboTax customers in a fully remote role. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate and friendly service.

Responsibilities include using video tools, researching on government sites, resolving inquiries, documenting interactions, and meeting KPIs. A minimum 20 hours/week, active PTIN, and US residency are required.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must possess or obtain State licenses/certificates/permits/bonds.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Strong customer service via video/audio tools; professional, friendly communication.
• Excellent verbal and written communication skills.
• Critical thinking and problem-solving abilities.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Residency in the United States.

Responsibilities

• This is a virtual, customer-facing role with video interactions.
• Assist TurboTax customers with tax returns: advice, full-service preparation and signature, product inquiries, tax calculations.
• Create high-quality customer interactions with empathy and expertise.
• Use government sites and resources to deliver accurate answers in plain language.
• Apply company policies to troubleshoot and resolve inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet goals.
• Participate in pilot testing, projects, and training as needed.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish (nice tohave

Job description

Intuit, Inc. seeks a tax professional to support TurboTax customers in a fully remote role. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate and friendly service.

Responsibilities include using video tools, researching on government sites, resolving inquiries, documenting interactions, and meeting KPIs. A minimum 20 hours/week, active PTIN, and US residency are required.