Remote Tax Advisor & Prep Specialist

Intuit; Jacksonville (FL); Remote; USD 31,000 - 39,000; Full time

Job summary

Intuit, Inc. is seeking a motivated Tax Specialist to assist customers with TurboTax product usage and tax return preparation in a fully remote capacity in the United States.

You will guide customers through tax concepts, provide accurate calculations, and deliver clear explanations while maintaining high service standards. Ideal candidates have 2+ years of federal/state 1040 experience, active PTIN, and strong communication skills.

Qualifications

• 2+ years of federal/state 1040 prep for 30+ clients per season.
• Active PTIN required or obtainable.
• Working knowledge of Circular 230.
• Willing to work minimum 20 hours per week.
• Proficient with technology and software.
• Must reside in the United States.

Responsibilities

• Interact with customers virtually via video/audio tools to provide tax guidance.
• Provide tax advice and full-service return preparation and signature.
• Answer product/software questions and tax calculations for TurboTax users.
• Document customer interactions and contribute to KPI goals.
• Participate in training, pilots, and process improvements as needed.

Skills

Tax prep

Customer service

Communication

Tech literacy

Bilingual EN/ES

Tools

TurboTax

Job description

Intuit, Inc. is seeking a motivated Tax Specialist to assist customers with TurboTax product usage and tax return preparation in a fully remote capacity in the United States.

You will guide customers through tax concepts, provide accurate calculations, and deliver clear explanations while maintaining high service standards. Ideal candidates have 2+ years of federal/state 1040 experience, active PTIN, and strong communication skills.