Remote Tax Advisor & Prep Expert

Intuit, Inc.; Santa Clarita (CA); Remote; USD 31,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with tax preparation and guidance in a fully virtual environment.

You will deliver expert assistance on tax terminology, calculations, and software questions while maintaining high customer satisfaction and brand experience. The role emphasizes strong communication, CPS knowledge, and the ability to work with government resources to provide accurate answers.

Qualifications

• 2+ years of recent experience preparing federal and state individual returns (1040) for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses/certificates.
• Working knowledge of Circular 230.
• Willingness to work minimum 20 hours per week.
• Proficiency with technology and video communication tools.

Responsibilities

• Interact with customers virtually using video communications software.
• Provide tax advice and full-service return preparation and signatures.
• Explain tax and technical terms in everyday language.
• Document customer interactions and meet KPI targets.
• Participate in training, pilots, and cross-training as required.

Skills

Tax preparation

Customer service

Video/phone support

Bilingual English/Spanish

Job description

Intuit, Inc. is seeking a motivated tax professional to assist TurboTax customers with tax preparation and guidance in a fully virtual environment.

You will deliver expert assistance on tax terminology, calculations, and software questions while maintaining high customer satisfaction and brand experience. The role emphasizes strong communication, CPS knowledge, and the ability to work with government resources to provide accurate answers.