Remote Tax Advisor: Expert Returns & Customer Help

Intuit, Inc.; Tucson (AZ); Remote; USD 26,000 - 39,000; Full time

Job summary

INTUIT, INC. is hiring for a virtual tax professional to guide customers through their TurboTax returns. You will provide expert tax advice, perform full-service preparation and signatures, and answer product questions.

Strong communication and customer empathy are essential for delivering clear explanations and confident service. The role requires 2+ years of return experience, PTIN, and US residency, with at least 20 hours per week.

Qualifications

• 2+ years of federal and state 1040 tax return experience for 30+ clients per season using tax software.
• Active PTIN required or able to obtain.
• Willing and available to work at least 20 hours per week.
• Knowledge of Circular 230.
• Proficient with technology and computer software.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; interact with customers using Smartlook video communications.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Create high quality customer interactions with empathy and expertise in tax preparation.
• Use government websites and resources to provide accurate answers.
• Document customer interactions and meet KPI metrics and goals.
• Complete required trainings and development.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

Education

Active PTIN

State licenses/certificates

Tools

Commercial tax software

Smartlook video tools

Job description

INTUIT, INC. is hiring for a virtual tax professional to guide customers through their TurboTax returns. You will provide expert tax advice, perform full-service preparation and signatures, and answer product questions.

Strong communication and customer empathy are essential for delivering clear explanations and confident service. The role requires 2+ years of return experience, PTIN, and US residency, with at least 20 hours per week.