Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Mansfield (OH); Remote; USD 26,000 - 33,000; Part time

Benefits offered by this job

Cash bonus

Equity rewards

Job summary

Intuit, Inc. is seeking a motivated tax preparer with experience in federal and state returns to assist customers using TurboTax products.

This remote role emphasizes expert guidance, clear explanations, and high-quality service to empower customers to complete their taxes. You will work in a virtual setting, assist with tax advice and full-service returns, and continuously meet KPI metrics while leveraging government and professional resources for accurate answers.

Qualifications

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

Responsibilities

• This is a virtual, customer-facing role using video communications to interact with customers.
• Provide tax advice, full service return preparation and signature, and product inquiries.
• Explain tax and technical terms in everyday language.
• Document customer interactions and work toward KPI metrics and Big Bet Goals.
• Participate in training, pilots, and cross-training as needed.

Skills

Customer service

Verbal communication

Written communication

Critical thinking

Problem solving

Research skills

Technology proficiency

Video/telecommunication tools

Bilingual (English/Spanish)

Education

PTIN and state licenses

Tools

Smartlook

Job description

Intuit, Inc. is seeking a motivated tax preparer with experience in federal and state returns to assist customers using TurboTax products.

This remote role emphasizes expert guidance, clear explanations, and high-quality service to empower customers to complete their taxes. You will work in a virtual setting, assist with tax advice and full-service returns, and continuously meet KPI metrics while leveraging government and professional resources for accurate answers.