Remote Tax Advisor: Expert Prep & Client Support

Intuit, Inc.; Mooresville (NC); Remote; USD 30,000 - 39,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a tax-focused representative to guide customers through virtual tax preparation using TurboTax. The role emphasizes clear communication, empathy, and expert tax knowledge to help users complete returns and understand terms.

Qualified candidates will have 2+ years of federal/state tax prep experience, active PTIN, and readiness to work at least 20 hours weekly. Remote position, with comprehensive training and performance 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 prep software.
• Active PTIN required or able to obtain.
• Knowledge of Circular 230.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will use our video communications software to interact with customers.
• Assist TurboTax customers with tax returns or delegated returns: tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high-quality customer interactions with empathy and expertise in tax preparation.
• Leverage government websites and resources to provide accurate answers in everyday language.
• Document customer interactions and meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and training as needed.

Skills

Tax preparation

Customer service

Video support

Bilingual English/Spanish

Tools

Video conferencing software

Job description

Intuit, Inc. is seeking a tax-focused representative to guide customers through virtual tax preparation using TurboTax. The role emphasizes clear communication, empathy, and expert tax knowledge to help users complete returns and understand terms.

Qualified candidates will have 2+ years of federal/state tax prep experience, active PTIN, and readiness to work at least 20 hours weekly. Remote position, with comprehensive training and performance goals.