Remote Tax Advisor — Expert Returns & Customer Guidance

Intuit, Inc.; Shreveport (LA); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role supporting TurboTax users. You will guide customers through tax preparation, explain tax terms, and provide expert advice using Intuit tools.

The position emphasizes high-quality customer interactions and adherence to company policies. The ideal candidate has 2+ years of federal/state 1040 experience, a PTIN, and strong communication skills.

Qualifications

• 2+ years of federal and state 1040 tax return preparation for at least 30 clients per season using commercial software.
• Active Preparer Tax Identification Number (PTIN) required.
• Working knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and software.
• Must reside in the United States.
• Bilingual English/Spanish communication skills a plus.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and handle product/software inquiries.
• Document customer interactions and maintain accurate records.
• Meet company KPI metrics and participate in pilots and validations.
• Complete all required trainings and development as determined by the business.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Tech proficiency

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax professional for a virtual customer-facing role supporting TurboTax users. You will guide customers through tax preparation, explain tax terms, and provide expert advice using Intuit tools.

The position emphasizes high-quality customer interactions and adherence to company policies. The ideal candidate has 2+ years of federal/state 1040 experience, a PTIN, and strong communication skills.