Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Eagle (ID); Remote; USD 26,000 - 39,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. is seeking a motivated tax professional for a fully remote, customer-facing role that helps TurboTax customers complete their tax returns with expert guidance.

You will use state-of-the-art video tools to assist, explain tax and technical terms, and deliver confident, friendly service. You will prepare federal and state returns, provide tax advice, answer product questions, and document interactions while working toward KPI goals.

Qualifications

• 2+ years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season.
• Active PTIN and ability to obtain related state licenses.
• Willing to work minimum 20 hours per week.

Responsibilities

• This is a virtual, customer-facing role using 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 and document customer interactions.
• Meet KPIs and participate in training, pilot projects, and experience validations.

Skills

Tax preparation experience

Customer service skills

Video/Audio communication

Bilingual English/Spanish

IT literate

Education

PTIN credential

State licenses/permits

Tools

Commercial tax preparation software

Job description

Intuit, Inc. is seeking a motivated tax professional for a fully remote, customer-facing role that helps TurboTax customers complete their tax returns with expert guidance.

You will use state-of-the-art video tools to assist, explain tax and technical terms, and deliver confident, friendly service. You will prepare federal and state returns, provide tax advice, answer product questions, and document interactions while working toward KPI goals.