Remote Tax Advisor for Expert Guidance & Prep

Intuit, Inc.; Peachtree City (GA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a remote tax professional with TurboTax experience to assist customers in completing federal and state returns. You will provide tax guidance, perform full-service returns, and explain tax concepts using clear language.

The role emphasizes empathy, accuracy, and compliance while engaging customers through video and audio tools. Ideal candidates have 2+ years of recent tax prep experience, PTIN, and a willingness to work at least 20 hours weekly.

Qualifications

• 2+ years of federal/state tax return prep experience for 30+ clients per season.
• Active PTIN and ability to obtain state licenses if required.
• Willingness to work a minimum of 20 hours per week and complete training.

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 answer product questions.
• Document interactions and troubleshoot tax inquiries per company policies.
• Meet KPI targets and participate in training and pilot testing as needed.
• Communicate clearly using everyday language and leverage government resources.

Skills

Tax preparation

Customer service

Video/voice communication

Bilingual English/Spanish

KPI-driven

Tools

TurboTax software

Smartlook video tool

CRM systems

Job description

Intuit, Inc. is seeking a remote tax professional with TurboTax experience to assist customers in completing federal and state returns. You will provide tax guidance, perform full-service returns, and explain tax concepts using clear language.

The role emphasizes empathy, accuracy, and compliance while engaging customers through video and audio tools. Ideal candidates have 2+ years of recent tax prep experience, PTIN, and a willingness to work at least 20 hours weekly.