Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Bloomfield (CT); Remote; USD 29,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns. You will provide tax advice, perform full service preparation, and answer product questions using clear, everyday language.

A strong customer service mindset and knowledge of tax terms are essential. The role requires 2+ years of relevant experience, an active PTIN, and the ability to work at least 20 hours per week from a US-based remote location.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 returns for at least 30 clients per season using tax software.
• Active PTIN; state licenses/certs as applicable.
• Knowledge of Circular 230.
• Willingness to work at least 20 hours/week.
• Strong tech skills and proficiency with computers and software.
• Excellent verbal and written communication; professional video communication.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus; United States residency required.

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax concepts in everyday language and document customer interactions.
• Meet KPIs and participate in training and development programs as required.

Skills

Tax preparation

Customer service

Communication

Bilingual EN/ES

Video tools

Tools

Smartlook

Job description

Intuit, Inc. is seeking a virtual tax professional with TurboTax experience to guide customers through federal and state returns. You will provide tax advice, perform full service preparation, and answer product questions using clear, everyday language.

A strong customer service mindset and knowledge of tax terms are essential. The role requires 2+ years of relevant experience, an active PTIN, and the ability to work at least 20 hours per week from a US-based remote location.