Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Carmel-by-the-Sea (CA); Remote; USD 31,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a motivated tax professional to assist customers with federal and state tax returns using TurboTax. The role is remote and customer-facing, utilizing video tools to guide clients through tax preparation, explanations of terms, and required training.

Candidates should have 2+ years of 1040 experience, PTIN, and strong communication. The position requires at least 20 hours weekly and residency in the United States, with bilingual EN/ES a plus.

Qualifications

• Minimum 2 years of recent experience preparing federal and state 1040 returns for at least 30 clients per season.
• Must possess or be able to obtain PTIN and related licenses.
• Proficient with TurboTax and tax software; familiarity with Circular 230.
• Willingness to work a minimum of 20 hours per week; strong verbal/written communication.

Responsibilities

• This is a virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signatures, and product inquiries.
• Document customer interactions and resolve tax preparation questions using available resources.
• Meet KPI metrics and participate in training and cross-training programs.

Skills

Tax software

Customer service

Bilingual EN/ES

Video tools

Education

PTIN credential

State tax licenses

Tools

Smartlook

TurboTax

Video conferencing

Job description

Intuit, Inc. is seeking a motivated tax professional to assist customers with federal and state tax returns using TurboTax. The role is remote and customer-facing, utilizing video tools to guide clients through tax preparation, explanations of terms, and required training.

Candidates should have 2+ years of 1040 experience, PTIN, and strong communication. The position requires at least 20 hours weekly and residency in the United States, with bilingual EN/ES a plus.