Remote Tax Advisor & 1040 Prep Pro

Intuit, Inc.; Greer (SC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated individual with tax preparation experience for a virtual role. You will guide customers through their tax returns, provide expert explanations, and ensure high-quality interactions using Intuit TurboTax products.

The position emphasizes customer empathy, clear communication, and adherence to company policies. Responsibilities include delivering tax advice, handling full-service returns, and documenting interactions while meeting KPIs.

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns.
• Active PTIN and ability to obtain state licenses if required.
• Willing to work a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using video software to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Explain tax and technical terms in everyday language.
• Document customer interactions and meet KPI metrics.
• Participate in training and development as required.

Skills

Tax preparation

Customer service

Video/phone communication

Tech savvy

Written communication

Job description

Intuit, Inc. is seeking a motivated individual with tax preparation experience for a virtual role. You will guide customers through their tax returns, provide expert explanations, and ensure high-quality interactions using Intuit TurboTax products.

The position emphasizes customer empathy, clear communication, and adherence to company policies. Responsibilities include delivering tax advice, handling full-service returns, and documenting interactions while meeting KPIs.