Remote Tax Advisor

Intuit, Inc.; Alpharetta (GA); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax‑savvy specialist to assist customers in completing their federal and state returns using TurboTax.

This remote, virtual role requires strong communication and deep tax knowledge to guide clients through preparation, explanations of terms, and accurate calculations. The position emphasizes empathetic customer service, adherence to procedures, and ongoing training to meet performance metrics while supporting Intuit’s mission to power prosperity for customers

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Must possess or obtain state licenses/certifications as applicable.
• Active PTIN required.
• Familiarity with Circular 230 and tax terminology.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signing.
• Answer product/software questions and perform tax calculations.
• Document customer interactions and work toward KPIs and program goals.
• Complete required training and participate in pilot tests and validations.

Skills

Tax preparation

PTIN

Circular 230

Bilingual English/Spanish

Video/teleconference tools

Customer service

Technology proficiency

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax‑savvy specialist to assist customers in completing their federal and state returns using TurboTax.

This remote, virtual role requires strong communication and deep tax knowledge to guide clients through preparation, explanations of terms, and accurate calculations. The position emphasizes empathetic customer service, adherence to procedures, and ongoing training to meet performance metrics while supporting Intuit’s mission to power prosperity for customers