Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Mandeville (LA); Remote; USD 26,000 - 39,000; Full time

Job summary

Intuit, Inc. seeks a motivated tax professional to assist customers using TurboTax products in a remote, virtual, customer-facing role. You will guide tax preparation, provide tax explanations, and ensure high-quality customer experiences while adhering to company policies.

The role requires 2+ years of federal/state 1040 prep, active PTIN, and strong communication skills. Availability to work at least 20 hours weekly and residence in the United States are required.

Qualifications

• 2+ years of federal and state 1040 tax return prep for at least 30 clients per season using commercial software.
• Must possess or obtain related state licenses/certificates/permits/bonds.
• Active PTIN.
• Knowledge of Circular 230.
• Willing to work a minimum of 20 hours per week.
• Proficient with technology; solid computer skills.
• Strong customer service via video/audio tools; professional communication.
• Excellent verbal and written communication.
• Critical thinking and problem solving.
• Ability to work in a fast-paced environment with minimal supervision.
• Dedicated hardwired internet connection meeting Intuit security criteria.
• Bilingual English/Spanish a plus.
• Must reside in the United States.

Responsibilities

• Virtual, customer-facing role using Smartlook to interact with customers.
• Provide tax advice, full-service return preparation and signature, and product inquiries.
• Document customer interactions and resolve inquiries per defined procedures.
• Meet KPI metrics and participate in pilots/experience validations.
• Complete required training and development as determined by the business.

Skills

Tax preparation

Customer service

Communication

Problem solving

Tech proficiency

Video/Audio tools

Bilingual EN/ES

Attention to detail

Tools

Smartlook

Job description

Intuit, Inc. seeks a motivated tax professional to assist customers using TurboTax products in a remote, virtual, customer-facing role. You will guide tax preparation, provide tax explanations, and ensure high-quality customer experiences while adhering to company policies.

The role requires 2+ years of federal/state 1040 prep, active PTIN, and strong communication skills. Availability to work at least 20 hours weekly and residence in the United States are required.