Remote Tax Advisor & Full-Return Specialist

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

Benefits offered by this job

Bonus program

Equity rewards

Job summary

Intuit, Inc. is seeking a qualified tax professional for a virtual role serving TurboTax customers. You will provide expert tax guidance, prepare returns, and explain tax concepts via video interactions.

Requirements include 2+ years of federal/state return experience, active PTIN, and at least 20 weekly hours. You’ll operate in a fast-paced, customer-centric environment with ongoing training and performance goals.

Qualifications

• 2+ years of tax return preparation for at least 30 clients per season.
• Active PTIN and any required state licenses.
• Willing to work at least 20 hours per week.
• Proficient with technology and software.
• Strong verbal and written communication skills.
• Bilingual English/Spanish is a plus.
• Must reside in the United States.

Responsibilities

• This is a virtual, customer-facing role; you will be using Smartlook video software to interact with customers.
• Provide tax advice, full service return preparation, and explain tax and software terms.
• Document customer interactions and work toward KPI metrics and business goals.
• Complete required training and development as determined by the business, including compliance training and cross-training.

Skills

Tax preparation

Customer service

Video calls

PTIN knowledge

Bilingual English/Spanish

Tools

TurboTax software

Smartlook

Job description

Intuit, Inc. is seeking a qualified tax professional for a virtual role serving TurboTax customers. You will provide expert tax guidance, prepare returns, and explain tax concepts via video interactions.

Requirements include 2+ years of federal/state return experience, active PTIN, and at least 20 weekly hours. You’ll operate in a fast-paced, customer-centric environment with ongoing training and performance goals.