Remote Tax Advisor & Client Experience Pro

Intuit, Inc.; Gastonia (NC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns in a virtual setting. You will provide tax guidance, perform full-service return preparation, and explain tax terms clearly.

Qualifications include 2+ years of 1040 prep, PTIN, and knowledge of Circular 230. The role requires strong communication skills, a reliable internet connection, and the ability to work at least 20 hours weekly.

Qualifications

• 2+ years of preparing federal and state 1040 returns for at least 30 clients per season
• Active PTIN or ability to obtain one
• Must possess or be able to obtain related state licenses/certifications
• Working knowledge of Circular 230
• Willing to work at least 20 hours per week
• Proficient with technology and computer software

Responsibilities

• Work in a virtual, customer-facing role using Smartlook to interact with customers
• Provide tax advice and full-service return preparation and signature
• Answer product/software questions and tax calculations
• Document customer interactions and progress toward KPI metrics
• Participate in training and development activities as required

Skills

Tax preparation

Customer service

Verbal & written communication

Bilingual English/Spanish

Tools

TurboTax

Video communications software (Smartlook)

Job description

Intuit, Inc. is seeking a tax professional to help TurboTax customers complete federal and state returns in a virtual setting. You will provide tax guidance, perform full-service return preparation, and explain tax terms clearly.

Qualifications include 2+ years of 1040 prep, PTIN, and knowledge of Circular 230. The role requires strong communication skills, a reliable internet connection, and the ability to work at least 20 hours weekly.