Remote Tax Advisor for Personal Returns

Intuit, Inc.; City of Rochester (NY); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully virtual role. You will guide clients through tax returns, explain tax terms in plain language, and ensure accurate preparation and filing.

The position emphasizes exceptional customer service and adherence to compliance standards. The role requires 2+ years of federal/state tax prep, an active PTIN, and willingness to undergo training. Proficiency with TurboTax is expected; bilingual English/Spanish is a plus.

Qualifications

• 2+ years of federal and state individual 1040 tax returns for at least 30 clients per season using tax software.
• Must have or be able to obtain PTIN and state licenses/certificates.
• Working knowledge of Circular 230.

Responsibilities

• Provide tax advice and guidance to TurboTax customers.
• Perform full service return preparation and signature.
• Field product and software inquiries from customers.
• Document and track customer interactions and resolutions.
• Meet KPI metrics and participate in training and pilot projects.

Skills

Tax return preparation

Customer service

Video/phone software

Bilingual English/Spanish

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a tax professional to assist TurboTax customers in a fully virtual role. You will guide clients through tax returns, explain tax terms in plain language, and ensure accurate preparation and filing.

The position emphasizes exceptional customer service and adherence to compliance standards. The role requires 2+ years of federal/state tax prep, an active PTIN, and willingness to undergo training. Proficiency with TurboTax is expected; bilingual English/Spanish is a plus.