Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Broomfield (CO); Remote; USD 29,000 - 39,000; Part time

Job summary

Intuit, Inc. in the United States seeks a motivated Tax Preparer to guide customers through TurboTax. This virtual, customer-facing role requires accurate tax preparation, clear explanations, and strong communication as you help users complete federal and state returns.

You will work remotely, collaborating with teams, documenting interactions, and meeting service KPIs. A PTIN and state licenses are required or obtainable; 20+ hours/week; bilingual English/Spanish a plus; residency in the U.S.

Qualifications

• 2+ years of experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Working knowledge of Circular 230.
• Must be willing and available to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role; you will interact with customers using video communications software to provide tax guidance.
• Help TurboTax customers with tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions and document each interaction.
• Meet company KPI metrics and participate in pilots or trainings as needed.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Video/phone support

Job description

Intuit, Inc. in the United States seeks a motivated Tax Preparer to guide customers through TurboTax. This virtual, customer-facing role requires accurate tax preparation, clear explanations, and strong communication as you help users complete federal and state returns.

You will work remotely, collaborating with teams, documenting interactions, and meeting service KPIs. A PTIN and state licenses are required or obtainable; 20+ hours/week; bilingual English/Spanish a plus; residency in the U.S.