Remote Tax Advisor

Intuit, Inc.; Fremont (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation specialist for a fully remote role serving TurboTax customers across the United States. Youll guide clients through federal and state filings, provide tax advice, perform full-service returns, and handle product inquiries with clear, empathetic communication.

You will rely on official resources and team expertise, document interactions, and contribute to KPI goals. A valid PTIN, state licenses, and minimum 20 hours/week availability are required.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season for compensation.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and able to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquires, Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your knowledge in tax preparation
• Utilize government websites, professional resources, and team expertise to deliver the right answer in everyday language
• Document customer interactions and meet KPI metrics and Big Bet Goals

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual English/Spanish

Education

PTIN

State licenses or permits

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation specialist for a fully remote role serving TurboTax customers across the United States. Youll guide clients through federal and state filings, provide tax advice, perform full-service returns, and handle product inquiries with clear, empathetic communication.

You will rely on official resources and team expertise, document interactions, and contribute to KPI goals. A valid PTIN, state licenses, and minimum 20 hours/week availability are required.