Remote Tax Advisor | Expert Returns & Customer Support

Intuit, Inc.; Palm Desert (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will use video tools to interact with customers, provide accurate tax advice, and complete returns with high quality and empathy.

The role requires 2+ years of federal and state tax return experience, PTIN, and strong communication skills. A dedicated internet connection and ability to work at least 20 hours per week are required.

Qualifications

• 2+ years of federal and state individual tax return preparation experience.
• Must possess or obtain relevant state licenses or permits.
• Active PTIN required or able to obtain.

Responsibilities

• This is a virtual, customer-facing role using video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in plain language and document customer interactions.
• Meet KPIs and participate in trainings and projects as needed.
• Work with a dedicated internet connection meeting security criteria.

Skills

Tax prep experience

Customer service

Video support

PTIN holder

State licenses

Bilingual

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will use video tools to interact with customers, provide accurate tax advice, and complete returns with high quality and empathy.

The role requires 2+ years of federal and state tax return experience, PTIN, and strong communication skills. A dedicated internet connection and ability to work at least 20 hours per week are required.