Remote Tax Advisor & Client-Focused Tax Prep

Intuit, Inc.; Elk Grove (CA); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking an experienced tax professional to assist customers in completing their taxes using TurboTax products in a fully remote capacity. You will guide customers through tax preparation, explain terms, and ensure accurate returns with professional, empathetic service.

Role requires a minimum of 2 years of tax preparation experience, active PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season.
• Must have or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN is required.

Responsibilities

• This is a virtual, customer-facing role using video communication software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms clearly and document customer interactions.
• Meet KPIs and participate in training and development as required.

Education

PTIN active

State licenses/certifications

High school diploma or equivalent

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking an experienced tax professional to assist customers in completing their taxes using TurboTax products in a fully remote capacity. You will guide customers through tax preparation, explain terms, and ensure accurate returns with professional, empathetic service.

Role requires a minimum of 2 years of tax preparation experience, active PTIN, and ability to work at least 20 hours per week. Bilingual English/Spanish is a plus.