Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Champaign (IL); Remote; USD 29,000 - 37,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Comprehensive benefits

Job summary

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and software inquiries.

You will use video tools to guide clients through federal and state returns, explain tax concepts in plain language, and ensure accurate documentation of each interaction. The role requires 2+ years of tax prep experience, a PTIN, and the ability to work at least 20 hours per week.

Qualifications

• Two or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Possess or be able to obtain relevant state licenses, permits or bonds.
• Active PTIN required; familiarity with Circular 230 preferred.
• Willing to work a minimum of 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using our video software to interact with customers.
• Provide tax advice, full service return preparation and signature, and software support.
• Deliver clear explanations of tax terms and guide customers in a friendly, professional manner.
• Document interactions and meet KPI metrics and project goals.

Skills

Tax preparation

Customer service

Communication skills

Video/audio tools

Bilingual (English/Spanish)

Tools

TurboTax software

Video conferencing tools

Job description

Intuit, Inc. is seeking a virtual tax professional to assist TurboTax customers with tax preparation, advice, and software inquiries.

You will use video tools to guide clients through federal and state returns, explain tax concepts in plain language, and ensure accurate documentation of each interaction. The role requires 2+ years of tax prep experience, a PTIN, and the ability to work at least 20 hours per week.