Remote Tax Advisor: Expert Prep & Support

Intuit, Inc.; Fort Washington (MD); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns in a virtual setting. You will use video and screen tools to guide clients, provide tax explanations, and ensure accurate filing.

A strong customer service ethos and knowledge of tax software are essential. The role requires PTIN, ability to work at least 20 hours per week, and prioritizes clear communication. Training and compliance requirements apply, with competitive pay across states including

Qualifications

• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Active PTIN required.
• Knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Assist with product/software inquiries and tax calculations.
• Document customer interactions and meet KPI metrics.

Skills

Tax preparation software

Video & audio tools

Customer service

Bilingual (English/Spanish)

Verbal and written communication

Problem solving

Education

PTIN license/certification

Tools

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist customers with federal and state tax returns in a virtual setting. You will use video and screen tools to guide clients, provide tax explanations, and ensure accurate filing.

A strong customer service ethos and knowledge of tax software are essential. The role requires PTIN, ability to work at least 20 hours per week, and prioritizes clear communication. Training and compliance requirements apply, with competitive pay across states including