Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Charleston (SC); Remote; USD 30,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a remote Tax Professional with tax preparation experience to assist TurboTax customers. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate, compliant results using TurboTax software.

Responsibilities include virtual interactions, maintaining empathy, documenting interactions, and meeting performance metrics. Some roles may require bilingual English/Spanish skills and availability for training.

Qualifications

• 2+ years of federal/state 1040 return prep for 30+ clients per season using tax software.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Active PTIN required.
• Willing to work at least 20 hours per week.
• Proficient with technology and computer software.
• Strong customer service and communication skills.
• Able to interact via video/audio tools.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role; use video communications software to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language to customers.
• Document customer interactions and use defined procedures to resolve inquiries.
• Meet KPI metrics and participate in training and development as required.

Skills

Tax preparation experience

Customer service

Strong communication

Bilingual EN/ES (a plus)

Tools

TurboTax software

Job description

Intuit, Inc. is seeking a remote Tax Professional with tax preparation experience to assist TurboTax customers. You will guide clients through federal and state returns, provide tax explanations, and ensure accurate, compliant results using TurboTax software.

Responsibilities include virtual interactions, maintaining empathy, documenting interactions, and meeting performance metrics. Some roles may require bilingual English/Spanish skills and availability for training.