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

Benefits package

Job summary

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely.

You will guide clients through federal and state returns, offer tax explanations, and perform full service preparation with a focus on clarity and customer satisfaction. Responsibilities include leveraging Smartlook for video interactions, documenting cases, and meeting KPIs while completing required compliance training.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Must possess an active PTIN and state licenses/certificates as applicable.
• Strong computer proficiency and ability to work remotely with a dedicated internet connection.

Responsibilities

• This is a virtual, customer-facing role; you will use Smartlook to interact with customers.
• Provide tax advice and full service return preparation and signature.
• Answer product inquiries and explain tax concepts in plain language.
• Document customer interactions and work toward KPIs and program goals.
• Complete required training and participate in projects as needed.

Skills

Tax preparation experience

Customer service skills

Excellent communication

Bilingual EN/ES

Tools

TurboTax software

Smartlook video software

Job description

Intuit, Inc. is seeking a tax preparation specialist to assist TurboTax customers remotely.

You will guide clients through federal and state returns, offer tax explanations, and perform full service preparation with a focus on clarity and customer satisfaction. Responsibilities include leveraging Smartlook for video interactions, documenting cases, and meeting KPIs while completing required compliance training.