Remote Tax Advisor & Prep Specialist

Intuit, Inc.

Bluffton (SC)

Remote

USD 29,000 - 39,000

Part time

7 hours ago

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Job summary

Intuit is seeking a motivated tax professional for a remote, customer-facing role focused on providing expert tax guidance and full-service return preparation using TurboTax products. You will engage with customers via video, explain tax concepts in everyday language, and document interactions, all while meeting KPIs.

The position requires 2+ years of recent federal/state tax return experience, PTIN, and willingness to complete required trainings.

Qualifications

2+ years of tax return preparation experience for federal and state filings (1040) for multiple clients per season.
Active PTIN and state licenses/certificates required or obtainable.
Willingness to work a minimum of 20 hours per week and complete required trainings.
Strong verbal and written communication with professional, friendly demeanor.
Ability to navigate government sites and explain tax concepts in simple terms.

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.
Create high-quality customer interactions with empathy and expertise.
Document customer interactions and work toward KPI metrics.
Participate in trainings, pilots, and cross-training as needed.