Remote Tax Advisor for TurboTax Prep

Intuit, Inc.; Beachwood (OH); Remote; USD 26,000 - 34,000; Part time

Job summary

Intuit, Inc. seeks a tax-preparation professional to assist TurboTax customers remotely, guiding them through federal and state returns and answering tax questions. You will use our video tools to communicate clearly, explain complex terms, and document every interaction with accuracy.

Requirements include 2+ years of 1040 prep, active PTIN, and a willingness to obtain licenses as needed. A strong internet connection and English/Spanish bilingual skills are a plus.

Qualifications

• 2+ years of federal and state 1040 tax return prep for 30+ clients per season using commercial software.
• Must possess or obtain related State licenses/certifications.
• Active PTIN required.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology and computer software.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax terms in everyday language and document customer interactions.
• Follow procedures and policies to resolve tax questions and document interactions.
• Travel not required; participate in training and pilot tests as needed.

Skills

Tax preparation experience

Customer service

Video communication

Problem solving

Bilingual (EN/ES)

Tech savvy

Education

Active PTIN

State license/certification

Tools

Smartlook

Tax software

Job description

Intuit, Inc. seeks a tax-preparation professional to assist TurboTax customers remotely, guiding them through federal and state returns and answering tax questions. You will use our video tools to communicate clearly, explain complex terms, and document every interaction with accuracy.

Requirements include 2+ years of 1040 prep, active PTIN, and a willingness to obtain licenses as needed. A strong internet connection and English/Spanish bilingual skills are a plus.