Remote Tax Advisor & Prep Expert

Intuit, Inc.; Newport Beach (CA); Remote; USD 30,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax preparation professional for a virtual, customer-facing role supporting TurboTax users. You will guide customers through tax returns, provide explanations of tax and software terms, and ensure accurate, friendly service.

Responsibilities include tax advice, full service return preparation, documentation, and KPI-driven performance. Strong communication and familiarity with tax software are essential; the role is remote within the United States.

Qualifications

• 2+ years of experience preparing federal and state returns for at least 30 clients per season using tax software.
• Must possess or be able to obtain State licenses, certificates, permits, or bonds.
• Active PTIN required and knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per procedures.
• Meet KPI metrics and participate in pilots and experience validations.

Skills

Tax preparation

Customer service

Verbal & written communication

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax preparation professional for a virtual, customer-facing role supporting TurboTax users. You will guide customers through tax returns, provide explanations of tax and software terms, and ensure accurate, friendly service.

Responsibilities include tax advice, full service return preparation, documentation, and KPI-driven performance. Strong communication and familiarity with tax software are essential; the role is remote within the United States.