Remote Tax Advisor for Individual Returns

Intuit, Inc.; Gastonia (NC); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax products. You will guide taxpayers through federal and state returns, provide clear explanations of tax terms, and ensure accurate preparation and signature.

This virtual role requires strong communication, problem solving, and the ability to work at least 20 hours per week. Prior tax prep experience, PTIN, and US residency are required; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of recent 1040 federal/state returns for 30+ clients per season.
• Active PTIN or ability to obtain one.
• State tax licenses, certificates, permits, or bonds as required.
• Willing to work at least 20 hours per week.
• Proficient with computers and software; tech-savvy.
• Circular 230 knowledge.
• Must reside in the United States.
• Bilingual English/Spanish is a plus.

Responsibilities

• Assist customers virtually via video interactions.
• Provide tax advice, full service return prep, and explanations of terms.
• Document customer interactions and adhere to policies.
• Meet KPI metrics and participate in trainings.

Skills

Tax preparation

Customer service

Verbal communication

Written communication

Bilingual (English/Spanish)

Tools

TurboTax software

Smartlook

Video/teleconference tools

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers remotely with TurboTax products. You will guide taxpayers through federal and state returns, provide clear explanations of tax terms, and ensure accurate preparation and signature.

This virtual role requires strong communication, problem solving, and the ability to work at least 20 hours per week. Prior tax prep experience, PTIN, and US residency are required; bilingual English/Spanish is a plus.