Remote Tax Advisor — Expert Tax Prep & Guidance

Intuit, Inc.

Mooresville (NC)

Remote

USD 29,000 - 39,000

Part time

1 hour ago

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Job summary

Intuit, Inc. is seeking a motivated tax professional for a remote role to help customers complete their taxes using TurboTax products. You will provide expert guidance, tax preparation, and explanations of terms to empower customers and enhance brand delight.

Responsibilities include virtual interactions, tax advice, full service return preparation, and documenting interactions while meeting KPI goals. Training and compliance requirements apply; some experience with video communications is

Qualifications

2+ years of recent federal/state 1040 tax return prep for at least 30 clients per season.
Active PTIN and ability to obtain related state licenses if required.
Working knowledge of Circular 230 and tax regulations.
Willing to work a minimum of 20 hours per week.
Proficient with technology and common software applications.
Strong verbal and written communication for remote interactions.

Responsibilities

This is a virtual, customer-facing role using video tools to interact with customers.
Provide tax advice, full service return prep and signature, and product inquiries.
Explain tax and technical terms in everyday language with empathy.
Document customer interactions and resolve inquiries per policy.
Meet KPI metrics and participate in pilots and training as needed.
Complete required training including compliance and up-skilling.