Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Florida; Remote; USD 25,000 - 36,000; Part time

Job summary

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will guide customers through TurboTax processes, provide tax advice, and perform full-service return preparation with signature, using state-of-the-art video tools to ensure clear, helpful guidance.

You will work remotely from the United States, 20+ hours per week, and must hold a PTIN with knowledge of Circular 230, delivering accurate assistance while maintaining high customer service standards.

Qualifications

• 2+ years of recent 1040 tax return prep for at least 30 clients per season.
• Active PTIN and ability to obtain state licenses.
• Bilingual English/Spanish a plus.
• Must reside in the United States.
• Willingness to work a minimum of 20 hours per week.
• Strong communication and customer service skills.

Responsibilities

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with: Tax advice, Full Service return preparation and signature, Product/software inquiries, Tax calculations.
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy and knowledge in tax preparation.
• Utilize government websites and team resources to find the right answer in everyday language.
• Document customer interactions and meet KPI metrics andBig Bet Goals.
• Must complete all required training and development as determined by the business.

Skills

Customer service

Communication

Problem solving

Fast learner

Education

PTIN credential

Tools

TurboTax

Smartlook

Job description

Intuit, Inc. is seeking a tax-preparation professional for a virtual, customer-facing role. You will guide customers through TurboTax processes, provide tax advice, and perform full-service return preparation with signature, using state-of-the-art video tools to ensure clear, helpful guidance.

You will work remotely from the United States, 20+ hours per week, and must hold a PTIN with knowledge of Circular 230, delivering accurate assistance while maintaining high customer service standards.