Remote Tax Advisor and Prep Specialist

Intuit, Inc.; Columbus (OH); Remote; USD 26,000 - 34,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax-preparation specialist for a virtual, customer-facing role. You will assist TurboTax users with tax returns, provide expert guidance, and explain tax terms via our video platform.

The position emphasizes empathy, accuracy, and compliance while enabling you to grow with ongoing training and performance-based rewards. The role requires 2+ years of federal/state 1040 prep experience, a valid PTIN, and a willingness to work at least 20 hours per week from a remote US

Qualifications

• 2+ years of federal/state 1040 tax return preparation for at least 30 clients per season.
• Active PTIN required.
• State licenses/certificates/permits as applicable.
• Willing to work a minimum of 20 hours per week.
• Strong verbal and written communication; professional video interactions.
• Willingness to obtain dedicated hardwired internet meeting security standards.

Responsibilities

• Interact with customers via video using our software.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and expertise.
• Use government sites and resources to deliver accurate answers in plain language.
• Document customer interactions and progress toward KPIs and program goals.
• Participate in training, pilots, and ongoing professional development.

Skills

Tax preparation

Customer service

Communication

Tech-savvy

Education

PTIN

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation specialist for a virtual, customer-facing role. You will assist TurboTax users with tax returns, provide expert guidance, and explain tax terms via our video platform.

The position emphasizes empathy, accuracy, and compliance while enabling you to grow with ongoing training and performance-based rewards. The role requires 2+ years of federal/state 1040 prep experience, a valid PTIN, and a willingness to work at least 20 hours per week from a remote US