Remote Tax Advisor

Intuit, Inc.; Mobile (AL); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. The role emphasizes strong communication, empathy, and accuracy while helping customers complete federal and state returns.

You will use our video tools to interact with clients, address product questions, perform tax calculations, and document interactions. A PTIN and state licenses, plus willingness to train, are required.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and help meet KPI metrics.
• Participate in pilot testing and training as required.

Skills

Tax preparation

Customer service

Communication

Education

Active PTIN

Tools

TurboTax software

Video communications tools

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. The role emphasizes strong communication, empathy, and accuracy while helping customers complete federal and state returns.

You will use our video tools to interact with clients, address product questions, perform tax calculations, and document interactions. A PTIN and state licenses, plus willingness to train, are required.