Remote Tax Advisor & Prep Specialist

Intuit, Inc.; Novi (MI); Remote; USD 26,000 - 39,000; Part time

Job summary

Intuit, Inc. is seeking a virtual tax professional with experience in federal and state 1040 returns. You will guide customers through tax preparation and explanations of terms, using TurboTax products. The role emphasizes excellent communication, empathy, and adherence to policies.

The position requires 2+ years of hands-on tax prep, active PTIN, and readiness for training. Remote work with flexible hours and a focus on customer satisfaction are key components.

Qualifications

• Two or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients per season using commercial tax software.
• Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
• Must possess an active PTIN.
• Working knowledge of Circular 230.

Responsibilities

• This is a virtual, customer-facing role; you will be using our video communications software to interact with customers.
• Provide tax advice, full service return preparation and signature, and answer product/software questions.
• Explain tax terms in everyday language and document customer interactions.
• Meet company KPIs and participate in pilots and training as required.

Skills

Tax preparation expertise

Strong communication

PTIN awareness

Bilingual English/Spanish (nice toHave

Job description

Intuit, Inc. is seeking a virtual tax professional with experience in federal and state 1040 returns. You will guide customers through tax preparation and explanations of terms, using TurboTax products. The role emphasizes excellent communication, empathy, and adherence to policies.

The position requires 2+ years of hands-on tax prep, active PTIN, and readiness for training. Remote work with flexible hours and a focus on customer satisfaction are key components.