Remote Tax Advisor — Expert Tax Prep & Support

Intuit, Inc.

Greer (SC)

Remote

USD 26,000 - 39,000

Part time

8 hours ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will interact via video, provide accurate advice, and document each customer interaction.

The role requires 2+ years of federal/state 1040 prep, PTIN, and readiness to complete training while meeting performance KPIs. Bilingual skills are a plus. The position offers flexibility for part-time hours, a dedicated home internet setup, and

Qualifications

  • 2+ years of recent federal/state 1040 tax return prep for 30+ clients per season using commercial software.
  • State licenses/certificates/permits/bonds may be required.
  • Active PTIN required.
  • Knowledge of Circular 230.
  • 20+ hours per week availability.
  • Proficient with technology and software.
  • Strong customer service via video/audio tools.
  • Excellent verbal and written communication.
  • Strong problem solving, research skills and determination.
  • Able to work in a fast-paced environment with minimal supervision.
  • Dedicated hardwired internet connection as per security criteria.
  • Bilingual English/Spanish a plus.
  • Must reside in the United States.

Responsibilities

  • This is a virtual, customer-facing role using Smartlook video software to interact with customers.
  • Provide tax advice, full service return preparation and signature, and address product/software questions.
  • Deliver high-quality customer interactions using empathy and tax expertise.
  • Use government websites and resources to find accurate answers in everyday language.
  • Follow procedures to troubleshoot and resolve tax questions and prepare inquiries.
  • Document customer interactions and track progress against KPIs.
  • Participate in pilot testing, projects, and training as required.

Skills

Tax preparation
Customer service
Verbal and written communication
Critical thinking
Research skills
Fast-paced work
Hardwired internet
Bilingual English/Spanish

Tools

Commercial tax software
Video/Audio tools
Smartlook

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers remotely with tax preparation, guidance, and explanations of tax terms. You will interact via video, provide accurate advice, and document each customer interaction.

The role requires 2+ years of federal/state 1040 prep, PTIN, and readiness to complete training while meeting performance KPIs. Bilingual skills are a plus. The position offers flexibility for part-time hours, a dedicated home internet setup, and

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