Remote Tax Advisor

Intuit, Inc.; Portage (MI); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional to guide TurboTax customers through federal and state returns, offering tax explanations and expert guidance.

You will deliver accurate, friendly support to help customers complete their taxes using TurboTax products. The role uses video tools for customer interaction, performing full-service return preparation, and helping customers understand tax terms while meeting quality and KPI goals.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any 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—interacting with customers via video and audio tools.
• Excellent verbal and written communication skills.
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have or be willing to obtain a dedicated hardwired internet connection that meets security criteria.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signatures, and product inquiries.
• Create high quality customer interactions and experiences using deep tax knowledge and empathy.
• Document customer interactions and work toward KPI metrics and big bet goals.
• Participate in training, pilots, and development as required.

Skills

Tax return prep

PTIN active

Circular 230

Minimum 20 hrs/wk

Tech savvy

Video/Audio support

Verbal & written English

Problem solving

Fast-paced work

Hardwired internet

Bilingual English/Spanish

US resident

Job description

Intuit, Inc. is seeking a virtual tax professional to guide TurboTax customers through federal and state returns, offering tax explanations and expert guidance.

You will deliver accurate, friendly support to help customers complete their taxes using TurboTax products. The role uses video tools for customer interaction, performing full-service return preparation, and helping customers understand tax terms while meeting quality and KPI goals.