Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Evansville (IN); Remote; USD 45,000 - 75,000; Full time

Job summary

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation, guidance, and explanations of terms using our video tools.

You will help customers complete federal and state returns, provide tax advice, and handle product inquiries while maintaining high-quality, empathetic service. The role requires 2+ years of tax preparation experience, strong communication skills, and the ability to work at least 20 hours per week from a US residence.

Qualifications

• 2+ years preparing federal and state 1040 returns for at least 30 clients per season using commercial tax software.
• Must have or be able to obtain state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.
• Willing and able to work a minimum of 20 hours per week.
• Proficient with technology; solid computer operations and software.
• Strong customer service skills with professional video/audio interactions.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have a dedicated hardwired internet connection meeting security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, product inquiries, and tax calculations.
• Create high quality customer interactions with empathy and tax expertise.
• Use government sites and resources to deliver the right answer in everyday language.
• Apply defined practices to troubleshoot and resolve tax inquiries.
• Document customer interactions.
• Meet KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation experience

Customer service

Video communications

Bilingual (English/Spanish)

Strong communication skills

Problem solving

Education

PTIN possession

State licenses/certificates

Circular 230 knowledge

Tools

Tax preparation software

Smartlook video software

Job description

Intuit, Inc. is seeking a virtual Tax Professional to assist TurboTax customers with tax preparation, guidance, and explanations of terms using our video tools.

You will help customers complete federal and state returns, provide tax advice, and handle product inquiries while maintaining high-quality, empathetic service. The role requires 2+ years of tax preparation experience, strong communication skills, and the ability to work at least 20 hours per week from a US residence.