Remote Tax Advisor

Intuit, Inc.; Fayetteville (AR); Remote; USD 22,000 - 30,000; Full time

Benefits offered by this job

Bonus potential

Benefits package

Training & development

Job summary

Intuit, Inc. is seeking a virtual Tax Professional with tax preparation experience to guide customers through their returns using TurboTax products.

You will provide expert tax explanations, ensure accuracy, and support customers remotely via video and phone channels. The role requires strong communication, problem solving, and customer-service skills, with at least 2 years of federal/state 1040 preparation experience and a willingness to complete required training.

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 be able to obtain 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.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills with video/audio tools.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using our video communications software to interact with customers.
• Assist TurboTax customers with tax returns or delegated returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and strong tax knowledge.
• Use government sites, resources, and team expertise to provide accurate answers in everyday language.
• Follow defined procedures to troubleshoot and resolve tax advice and preparation inquiries.
• Document customer interactions.
• Meet company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations as needed.
• Complete required trainings and professional development as determined by the business.

Skills

Customer service

Video/Audio communication

Verbal & written communication

Problem solving

Bilingual (English/Spanish)

Education

Active PTIN

State licenses/certificates (if required)

Tools

TurboTax software

General computer literacy

Job description

Intuit, Inc. is seeking a virtual Tax Professional with tax preparation experience to guide customers through their returns using TurboTax products.

You will provide expert tax explanations, ensure accuracy, and support customers remotely via video and phone channels. The role requires strong communication, problem solving, and customer-service skills, with at least 2 years of federal/state 1040 preparation experience and a willingness to complete required training.